How big is Leonard T. Fazio DDS PC's plan?

Leonard T. Fazio DDS PC's plan reported $1.8M in assets and 7 participants for 2024.

Original filing (PDF)20251002154327NAL0000677761001

Leonard T. Fazio DDS PC

Name: Leonard T. Fazio DDS PC — Atlantic Dental Wellness, Form 5500 (2024)
Creator: Leonard T. Fazio DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Atlantic Dental Wellness Retirement Plan

401(k) retirement plan · Leonard T. Fazio DDS PC's Atlantic Dental Wellness Retirement Plan held $1.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Deborah Werner signed Leonard T. Fazio DDS PC's 2024 Form 5500 as plan administrator.

Deborah Werner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leonard T. Fazio DDS PC's EIN is 20-2358246.

EIN 20-2358246

Plan number 001

Plan year 2024

ACK ID 20251002154327NAL0000677761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leonard T. Fazio DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leonard T. Fazio DDS PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEONARD T. FAZIO DDS PC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score