· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DR. STEPHEN M. ESTNER, PROFESSIONAL CORPORATION — DR. STEPHEN M. ESTNER, PC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007140758NAL0002524099001
DR. STEPHEN M. ESTNER, PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
DR. STEPHEN M. ESTNER, PC 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
13
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
DR. STEPHEN M. ESTNER, PROFESSIONAL CORPORATION
.
Find decision makers
Plan sponsor
Name
DR. STEPHEN M. ESTNER, PROFESSIONAL CORPORATION
EIN
51-0416798
Address
875 PONTIAC AVENUE · CRANSTON, RI · 02910
Phone
(401) 275-2225
Industry
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
2025-10-07
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 Health Care & Social Assistance plans
SOMMERS CHIROPRACTIC, LLC
SOMMERS CHIROPRACTIC, LLC 401K PLAN
$1.0M · 9 participants
GYMER CHIROPRACTIC CLINIC, P.C. DBA MYERS CHIROPRACTIC CLINIC
MYERS CHIROPRACTIC CLINIC 401(K) PLAN
$1.0M · 16 participants
DR. DAVID S. WILLIAMS CHIROPRACTIC, P.C.
DAVID S WILLIAMS CHIROPRACTIC, P.C. 401(K) RETIREMENT PLAN
$1.0M · 3 participants
FAMILY CHIROPRACTIC CENTER OF
FAMILY CHIROPRACTIC CENTER OF 401(K) PROFIT SHARING PLAN & TRUST
$1.0M · 8 participants
NAIM CHIROPRACTIC AND SPORTS MEDICINE, APC
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NAIM CHIROPRACTIC AND SPORTS MEDICINE, APC 401(K) PLAN
$1.0M · 8 participants
CHIROPRACTIC WELLNESS OF MIDDLETOWN, P.C.
CHIROPRACTIC WELLNESS OF MIDDLETOWN, P.C. 401K PROFIT SHARING PLAN AND TRUST
$1.0M · 6 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
