Back to filter
Original filing (PDF)20250731223157NAL0003437347001
LOUIS C. DEFEO, DDS, PC
Form 5500-SF
FILING_RECEIVED
LOUIS C. DEFEO, DDS, PC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
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 LOUIS C. DEFEO, DDS, PC.
Plan sponsor
Name
LOUIS C. DEFEO, DDS, PC
EIN
20-5826444
Address
97 NEW DORP LANE · STATEN ISLAND, NY · 10306
Phone
(718) 351-8080
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
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
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 Dentists plans
ASSOCIATES FOR ORAL, MAXILLOFACIAL & IMPLANT SURGERY, LTD.
ASSOCIATES FOR ORAL, MAXILLOFACIAL & IMPLANT SURGERY, LTD. CASH OR DEFERRED PLAN
$5.6M · 17 participants
HANKINS SOLANO DENTAL CORPORATION
HANKINS SOLANO DENTAL CORPORATION PROFIT SHARING PLAN
$5.6M · 10 participants
DEROSE DENTAL OFFICES, INC., S.C.
DEROSE DENTAL OFFICES, INC. PROFIT SHARING PLAN
$5.6M · 4 participants
MILLER DENTAL PRACTICE, LLC
MILLER DENTAL PRACTICE 401(K) PROFIT SHARING PLAN
$5.6M · 11 participants
BHAVSAR VAISHALI DDS INC
VAISHALI BHAVSAR DDS INC DEFINED BENEFIT PLAN
$5.6M · 5 participants
ROXANNE G. ROBERTSON, DDS, MS, PA
ROXANNE G. ROBERTSON, DDS, MS, PA 401(K) PLAN
$5.6M · 29 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B