Back to filter
Original filing (PDF)20250501105628NAL0001985955001
MICHAEL L. NERO, D.M.D., LLC
Form 5500-SF
FILING_RECEIVED
MICHAEL L. NERO, D.M.D., LLC 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
5
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL L. NERO, D.M.D., LLC.
Plan sponsor
Name
MICHAEL L. NERO, D.M.D., LLC
EIN
32-0224072
Address
646 MAIN STREET · P. O. BOX 506 · SOMERS, CT · 06071
Phone
(860) 749-9911
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
2025-05-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
COREY J WALTHER DDS LTD
COREY J WALTHER DDS LTD 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 11 participants
CLEVELAND DENTAL MANAGEMENT, INC.
CLEVELAND DENTAL MANAGEMENT, INC. 401K PLAN
$1.8M · 114 participants
REID T. KOYANAGI, DDS, LLC
REID T. KOYANAGI, DDS, LLC 401(K) PLAN
$1.8M · 4 participants
WILLIAM T. KANE D.M.D., PC
WILLIAM T. KANE D.M.D., PC PROFIT SHARING PLAN
$1.8M · 7 participants
GRAHAM E. FARLESS, DDS, PA
GRAHAM E. FARLESS, DDS, PA 401(K) PLAN
$1.8M · 12 participants
SMITHFIELD DENTAL CARE, P.C.
SMITHFIELD DENTAL CARE, P.C., 401(K) PLAN
$1.8M · 7 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B