Back to filter
Original filing (PDF)20250211200418NAL0019829441001
CHAD E. LAMENDOLA, MD, LTD.
Form 5500-SF
FILING_RECEIVED
CHAD E. LAMENDOLA, MD, LTD. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
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 CHAD E. LAMENDOLA, MD, LTD..
Plan sponsor
Name
CHAD E. LAMENDOLA, MD, LTD.
EIN
20-4887094
Address
925 MAIN STREET · EAST GREENWICH, RI · 02818
Phone
(401) 884-5333
Industry
Offices of Physicians· 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
2025-02-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
Similar-size Offices of Physicians plans
MK3SD MANAGEMENT, LLC
MK3SD MANAGEMENT, LLC 401(K) PLAN
$1.4M · 10 participants
DEEPIKA R. PULUSANI, M.D., P.C.
DEEPIKA R. PULUSANI, M.D., P.C. PROFIT SHARING PLAN
$1.4M · 2 participants
CARLISLE DERMATOLOGY GROUP
CARLISLE DERMATOLOGY GROUP 401(K) PROFIT SHARING PLAN
$1.4M · 19 participants
KENDALL A. GIBBS
KENDALL A. GIBBS MONEY PURCHASE PLAN
$1.4M · 2 participants
SHELL PLASTIC SURGERY, PLLC
SHELL PLASTIC SURGERY RETIREMENT PLAN
$1.4M · 11 participants
MATTHEW LITTLEJOHN O.D., P.C.
MATTHEW LITTLEJOHN O.D., P.C. DEFINED BENEFIT PENSION PLAN
$1.4M · 4 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B