Back to filter
Original filing (PDF)20250626090425NAL0021056450001
DANIEL BARLETTA, D.M.D., L.L.C.
Form 5500-SF
FILING_RECEIVED
DANIEL BARLETTA, D.M.D., L.L.C. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
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 DANIEL BARLETTA, D.M.D., L.L.C..
Plan sponsor
Name
DANIEL BARLETTA, D.M.D., L.L.C.
EIN
83-4363795
Address
17 PITNEY AVENUE · NEW PROVIDENCE, NJ · 07974
Phone
(908) 665-0220
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
2025-06-26
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
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
WILLIAM V. GIERIE, D.D.S., M.S., P.A.
HCLO CASH BALANCE PLAN
$2.4M · 10 participants
C CORBYN RHODES, DDS ADVANCES IN DENTISTRY
ADVANCES IN DENTISTRY RETIREMENT PLAN
$2.4M · 4 participants
RENEE COMMARATO DDS, MS, INC.
RENEE COMMARATO DDS, MS, INC. 401(K) PROFIT SHARING PLAN
$2.4M · 5 participants
PATRICK V. SCOTT, D.D.S., M.D., P.C.
PATRICK V. SCOTT, D.D.S., M.D. 401(K) PLAN
$2.4M · 6 participants
HEINE, HEINE AND BOWLES, PLLC
HEINE, HEINE AND BOWLES, PLLC 401(K) PLAN
$2.4M · 28 participants
WHITNEY & ASSOCIATES, DDS, INC.
WHITNEY & ASSOCIATES, DDS, INC. 401(K) PLAN
$2.4M · 5 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