Original filing (PDF)20250430073249NAL0001656273001

CAPRICE DAKWAR, DDS, PC

Name: CAPRICE DAKWAR, DDS, PC — CAPRICE DAKWAR, DDS, PC 401K PLAN, Form 5500 (2024)
Creator: CAPRICE DAKWAR, DDS, PC

Form 5500-SF

FILING_RECEIVED

CAPRICE DAKWAR, DDS, PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPRICE DAKWAR, DDS, PC.

Plan sponsor

Name

CAPRICE DAKWAR, DDS, PC

EIN

84-2159127

Address

2997 BUFFALO ROAD · ROCHESTER, NY · 14624

Phone

(585) 505-5005

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

2025-04-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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