Original filing (PDF)20250408012948NAL0034769106001

ALLEN & SCHWARZ DENTAL PLLC

Name: ALLEN & SCHWARZ DENTAL PLLC — ALLEN & SCHWARZ DENTAL PLLC PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ALLEN & SCHWARZ DENTAL PLLC

Form 5500-SF

FILING_RECEIVED

ALLEN & SCHWARZ DENTAL PLLC PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 ALLEN & SCHWARZ DENTAL PLLC.

Plan sponsor

Name

ALLEN & SCHWARZ DENTAL PLLC

EIN

82-2271236

Address

30 CENTRAL PARK S RM 10B · NEW YORK, NY · 100191628

Phone

(212) 753-3450

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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