How big is Medford Endodontics, LLC's plan?

Medford Endodontics, LLC's plan reported $673K in assets and 4 participants for 2024.

Original filing (PDF)20251014000227NAL0000982627001

Medford Endodontics, LLC

Name: Medford Endodontics, LLC — Medford Endodontics, LLC, Form 5500 (2024)
Creator: Medford Endodontics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Medford Endodontics, LLC 401(k) Plan

401(k) retirement plan · Medford Endodontics, LLC's Medford Endodontics, LLC 401(k) Plan held $673K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$673K

Net assets (EOY)

$673K

Plan identifiers

Medford Endodontics, LLC's EIN is 27-5230946.

EIN 27-5230946

Plan number 002

Plan year 2024

ACK ID 20251014000227NAL0000982627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Medford Endodontics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Medford Endodontics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (92nd percentile).

Plan sponsor

Name

MEDFORD ENDODONTICS, LLC

EIN

all filings

Address

0 GOVERNORS AVE, STE 30 · MEDFORD, MA · 02155

Phone

(781) 698-9063

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator