Original filing (PDF)20250416124532NAL0008396432001

JAMES J. FLERRA, DDS, PA

Name: JAMES J. FLERRA, DDS, PA — JAMES J. FLERRA, DDS, PA 401(K) PLAN, Form 5500 (2024)
Creator: JAMES J. FLERRA, DDS, PA

Form 5500-SF

FILING_RECEIVED

JAMES J. FLERRA, DDS, PA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES J. FLERRA, DDS, PA.

Plan sponsor

Name

JAMES J. FLERRA, DDS, PA

EIN

30-0192359

Address

535 BROOKDALE DR · STATESVILLE, NC · 28677

Phone

(704) 500-3760

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-04-16

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

GOLDMAN & LEVINE ENDODONTICS LLC

GOLDMAN & LEVINE ENDODONTICS RETIREMENT PLAN

$3.4M · 7 participants

PETER H. PRUDEN, D.D.S., P.C.

PETER H. PRUDEN, D.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN

$3.4M · 8 participants

OGDEN FAMILY DENTAL, PLC

OGDEN FAMILY DENTAL, PLC 401(K) PLAN

$3.4M · 13 participants

J. MARK BAYLESS, D.M.D., INC.

J. MARK BAYLESS, D. M. D. , INC. 401(K) PROFIT SHARING PLAN

$3.4M

MICHAEL L. PARRISH, DDS, PC

PARRISH & BALDRIDGE FAMILY DENTISTRY 401(K) PLAN