Back to filter
Original filing (PDF)20250506200156NAL0009582785001
LARRY R. GOLDSTEIN, DDS, PC
Form 5500-SF
FILING_RECEIVED
LARRY R. GOLDSTEIN, DDS, PC 401K PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
3
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
- 60% 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 LARRY R. GOLDSTEIN, DDS, PC.
Plan sponsor
Name
LARRY R. GOLDSTEIN, DDS, PC
EIN
54-2136069
Address
2606 ABBEY COURT ,CRABAPPLE VILLAGE · ALPHARETTA, GA · 300046023
Phone
(770) 475-3210
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
2025-05-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Offices of Dentists plans
ROBERT T. JENSEN, DDS MS INC
ROBERT T JENSEN, DDS MS INC PROFIT SHARING PLAN
$1.1M · 5 participants
HILL & HILL
HILL & HILL CASH BALANCE PLAN
$1.1M · 1 participants
LANCE C. KOVAR, D.D.S., PLLC
KOVAR 401(K) PLAN
$1.1M · 8 participants
DR. ROSS HADDOW
DR. ROSS HADDOW PROFIT SHARING PLAN
$1.1M · 2 participants
BIVONA FAMILY DENTAL LLC
BIVONA FAMILY DENTAL RETIREMENT PLAN & TRUST
$1.1M · 14 participants
GREEN BAY ENDODONTICS, S.C.
GREEN BAY ENDODONTICS, S.C. PROFIT SHARING 401(K) PLAN
$1.1M · 6 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants