Original filing (PDF)20250228114517NAL0000987681001

BAY STATE ORTHODONTICS, PC

Name: BAY STATE ORTHODONTICS, PC — PATRICIA CHIU, D.D.S., M.S., P.C. RETIREMENT PLAN, Form 5500 (2024)
Creator: BAY STATE ORTHODONTICS, PC

Form 5500-SF

FILING_RECEIVED

PATRICIA CHIU, D.D.S., M.S., P.C. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 BAY STATE ORTHODONTICS, PC.

Plan sponsor

Name

BAY STATE ORTHODONTICS, PC

EIN

20-3919400

Address

3 MORLEY STREET · NEEDHAM, MA · 02492

Phone

(781) 769-7867

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

2025-02-28

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2R · Participant-directed brokerage (SDBA)

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 providers

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