· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
P.J. ZUCCARO, D.D.S., P.C. — P.J. ZUCCARO, D.D.S., P.C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250811094316NAL0009907520001
P.J. ZUCCARO, D.D.S., P.C.
Form 5500-SF
FILING_RECEIVED
P.J. ZUCCARO, D.D.S., P.C. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
89
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
P.J. ZUCCARO, D.D.S., P.C.
.
Find decision makers
Plan sponsor
Name
P.J. ZUCCARO, D.D.S., P.C.
EIN
42-1113336
Address
895 MAIN STREET, SUITE 900 · DUBUQUE, IA · 52001
Phone
(563) 583-2382
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-08-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MCDONALD, SPOONER, AND AYALA DENTAL PARTNERSHIP
MILLHOPPER FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN
$5.3M · 34 participants
JOHN A. BOGHOSSIAN, DDS, INC.
JOHN A. BOGHOSSIAN, DDS, INC. PROFIT SHARING 401(K) PLAN
$5.3M · 10 participants
DAVID Y. ISENBERG, D.D.S.
DAVID Y. ISENBERG, D.D.S. 401(K) RETIREMENT SAVINGS PLAN
$5.3M · 4 participants
LIU JOSEPH H DDS INC
SOUTHERN CALIFORNIA DENTAL SERVICE 401(K) PROFIT SHARING PLAN
$5.3M · 4 participants
CATONSVILLE DENTAL CARE
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CATONSVILLE DENTAL CARE RETIREMENT PLAN & TRUST TRUST
$5.3M · 35 participants
DRS. ROBERT & CHRISTOPHER J.HARTER, INC.
DRS. ROBERT & CHRISTOPHER HARTER, INC. EMPLOYEES' 401(K) PLAN
$5.3M · 15 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
