Original filing (PDF)20250731153102NAL0008795328001

PETER G. GRACE DDS PLLC

Name: PETER G. GRACE DDS PLLC — PETER G. GRACE DDS PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PETER G. GRACE DDS PLLC

Form 5500-SF

FILING_RECEIVED

PETER G. GRACE DDS PLLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$570K

Net assets (EOY)

$570K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER G. GRACE DDS PLLC.

Plan sponsor

Name

PETER G. GRACE DDS PLLC

EIN

26-4572883all filings

Address

140 WASHINGTON STREET · GENEVA, NY · 14456

Phone

(315) 789-7922

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