Original filing (PDF)20250513100817NAL0013282563001

DANA J. ROTELLA DENTISTRY, LLC

Name: DANA J. ROTELLA DENTISTRY, LLC — DANA J. ROTELLA, D.D.S. 401(K) PLAN, Form 5500 (2024)
Creator: DANA J. ROTELLA DENTISTRY, LLC

Form 5500-SF

FILING_RECEIVED

DANA J. ROTELLA, D.D.S. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANA J. ROTELLA DENTISTRY, LLC.

Plan sponsor

Name

DANA J. ROTELLA DENTISTRY, LLC

EIN

81-5013797

Address

190 WESTBROOK ROAD · ESSEX, CT · 06426

Phone

(860) 767-1141

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

2025-05-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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