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Original filing (PDF)20250521104557NAL0001812401001

AARON B. POLECK, D.M.D., LLC

Form 5500-SF
FILING_RECEIVED
AARON B. POLECK, D.M.D., L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AARON B. POLECK, D.M.D., LLC.
Plan sponsor
Name
AARON B. POLECK, D.M.D., LLC
EIN
45-3834259
Address
50 OMEGA DR., BLDG. H · NEWARK, DE · 197132060
Phone
(302) 533-7649
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
2025-05-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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 providers

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