· 2022–2024 · DOL EFAST2

Donna M Hagerty DDS, Inc. — Donna M Hagerty DDS Inc., Form 5500 (2024)

Original filing (PDF)20251202103212NAL0006060611001

Donna M Hagerty DDS, Inc.

Form 5500-SF

FILING_RECEIVED

Donna M Hagerty DDS Inc. SH 401(k) PSP

401(k) retirement plan · Donna M Hagerty DDS, Inc.'s Donna M Hagerty DDS Inc. SH 401(k) PSP filed a Form 5500 for plan year 2024.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONNA M HAGERTY DDS, INC.

Plan sponsor

Name

DONNA M HAGERTY DDS, INC

EIN

50-0465682all filings

Address

24 SALT POND RD, STE E3 · WAKEFIELD, RI · 02879

Phone

(401) 486-3841

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-01

Tax period

2025-11-30

Filed

2025-12-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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