How big is Peter G. Grace DDS PLLC's plan?

Peter G. Grace DDS PLLC's plan reported $570K in assets and 3 participants for 2024.

Original filing (PDF)20250731153102NAL0008795328001

Peter G. Grace DDS PLLC

Name: Peter G. Grace DDS PLLC — Peter G. Grace DDS PLLC, Form 5500 (2024)
Creator: Peter G. Grace DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter G. Grace DDS PLLC Profit Sharing Plan

401(k) retirement plan · Peter G. Grace DDS PLLC's Peter G. Grace DDS PLLC Profit Sharing Plan held $570K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$570K

Net assets (EOY)

$570K

People on this filing

Peter Grace signed Peter G. Grace DDS PLLC's 2024 Form 5500 as plan administrator.

Peter Grace — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peter G. Grace DDS PLLC's EIN is 26-4572883.

EIN 26-4572883

Plan number 001

Plan year 2024

ACK ID 20250731153102NAL0008795328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter G. Grace DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter G. Grace DDS PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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.

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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).

Plan sponsor

Name

PETER G. GRACE DDS PLLC

EIN

all filings

Address

140 WASHINGTON STREET · GENEVA, NY · 14456

Phone

(315) 789-7922

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator