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Original filing (PDF)20250418073605NAL0002738801001
LISA DAFT, DMD & GIAN CALANDRELLI, DMD, PC
Form 5500-SF
FILING_RECEIVED
LISA DAFT, DMD & ASSOCIATES, PC 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
12
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LISA DAFT, DMD & GIAN CALANDRELLI, DMD, PC.
Plan sponsor
Name
LISA DAFT, DMD & GIAN CALANDRELLI, DMD, PC
EIN
20-1618068
Address
520 TAUNTON AVENUE · SEEKONK, MA · 02771
Phone
(508) 336-7260
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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