How big is CARA L. Donley DMD PC's plan?

CARA L. Donley DMD PC's plan reported $909K in assets and 4 participants for 2024.

Original filing (PDF)20250713093429NAL0000302528001

CARA L. Donley DMD PC

Name: CARA L. Donley DMD PC — CARA Donley DMD Retirement, Form 5500 (2024)
Creator: CARA L. Donley DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CARA Donley DMD Retirement Trust

401(k) retirement plan · CARA L. Donley DMD PC's CARA Donley DMD Retirement Trust held $909K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$909K

Net assets (EOY)

$909K

People on this filing

CARA Donley signed CARA L. Donley DMD PC's 2024 Form 5500 as plan administrator.

CARA Donley — 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

CARA L. Donley DMD PC's EIN is 27-4400376.

EIN 27-4400376

Plan number 001

Plan year 2024

ACK ID 20250713093429NAL0000302528001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CARA L. Donley DMD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CARA L. Donley DMD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARA L. DONLEY DMD PC.

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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 (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CARA L. DONLEY DMD PC

EIN

all filings

Address

327 B BOSTON POST ROAD · SUDBURY, MA · 01776

Phone

(978) 443-8833

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator