· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THOMAS C. FOX, D.M.D. — THOMAS C. FOX, D.M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251020142945NAL0000661472001
THOMAS C. FOX, D.M.D.
Form 5500-SF
FILING_RECEIVED
THOMAS C. FOX, D.M.D. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
3
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THOMAS C. FOX, D.M.D.
.
Find decision makers
Plan sponsor
Name
THOMAS C. FOX, D.M.D.
EIN
25-1520561
Address
11076 STATE HWY 18 · CONNEAUT LAKE, PA · 163163556
Phone
(814) 382-2945
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MCRAY & COHEN ENDODONTICS
MCRAY & COHEN ENDODONTICS PROFIT SHARING 401(K) PLAN
$1.4M · 9 participants
DALLAS SURGICAL ARTS PLLC
DALLAS SURGICAL ARTS RETIREMENT PLAN & TRUST
$1.4M · 15 participants
GRANITE FAMILY DENTISTRY, PLLC
GRANITE FAMILY DENTISTRY, PLLC 401(K) PLAN
$1.4M · 5 participants
OFD PC
DRS. SCIMECA AND ELHADY, D.D.S. PROFIT SHARING PLAN
$1.4M · 22 participants
CENTER FOR CONTEMPORARY DENTISTRY
RANDY L. JOHNSON, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
Only 43% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 11 participants
CAPULI DENTAL CORPORATION
CAPULI DENTAL CORPORATION EMPLOYEES PROFIT SHARING PLAN
$1.4M · 3 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B