Original filing (PDF)20250923094218NAL0006680432001

BROCKPORT SMILES

Name: BROCKPORT SMILES — BROCKPORT SMILES 401(K) PLAN, Form 5500 (2024)
Creator: BROCKPORT SMILES

Form 5500-SF

FILING_RECEIVED

BROCKPORT SMILES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROCKPORT SMILES.

Plan sponsor

Name

BROCKPORT SMILES

EIN

20-1393223

Address

64 NORTH MAIN STREET · BROCKPORT, NY · 14420

Phone

(585) 637-6884

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

LESLIE H. FULLERTON, DDS, MSD, PC

FULLERTON ORTHODONTICS 401(K) PLAN

$1.4M · 9 participants

AD ASTRA FAMILY DENTISTRY, LLC

AD ASTRA FAMILY DENTISTRY, LLC 401(K) PLAN

$1.4M · 11 participants

DENTAL ARTS OF FREDERICK LLC

DENTAL ARTS OF FREDERICK LLC DEFINED BENEFIT PLAN

$1.4M · 3 participants

PETER ELTON DMD PLLC

PETER ELTON DMD PLLC 401(K) PLAN

$1.4M · 28 participants

OLATHE ENDODONTICS, PA

OLATHE ENDODONTICS, PA 401(K) PLAN