Back to filter
Original filing (PDF)20241013123809NAL0014058995001
ROBERT J. SIEMAN, DMD, LLC
Form 5500-SF
FILING_RECEIVED
ROBERT J. SIEMAN, DMD 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT J. SIEMAN, DMD, LLC.
Plan sponsor
Name
ROBERT J. SIEMAN, DMD, LLC
EIN
83-2322939
Address
251 SPRINGFIELD AVENUE · BERKELEY HEIGHTS, NJ · 07922
Phone
(908) 464-4000
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-13
Pension benefit codes
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)
3B · Covers self-employed individuals
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
ROTHWANGL DENTAL CARE, PLLC
ROTHWANGL DENTAL CARE, PLLC RETIREMENT PLAN & TRUST
$1.8M · 5 participants
LAUGHLIN FAMILY DENTISTRY, P.C.
LAUGHLIN FAMILY DENTISTRY 401(K) PLAN
$1.8M · 4 participants
NF DENTAL - CATOCTIN DENTAL
NF DENTAL, LLC 401(K) PLAN
$1.8M · 7 participants
JAMES M BLAKE, DDS, PC
JAMES M BLAKE, DDS, PC 401K PLAN
$1.8M · 4 participants
MASHPEE ORTHODONTICS, P.C.
MASHPEE ORTHODONTICS, P.C. RETIREMENT PLAN
$1.8M · 8 participants
PEACHTREE CORNERS DENTAL ASSOCIATES
PEACHTREE CORNERS DENTAL ASSOCIATES 401(K) PLAN
$1.8M · 8 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants