Back to filter
Original filing (PDF)20250606090359NAL0012536673001
MIDDLESEX ENDODONTICS, LLC
Form 5500-SF
FILING_RECEIVED
MIDDLESEX ENDODONTICS, P.C. NEW COMPARABILITY 401(K) PROFIT SHARING PLAN CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
15
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
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 MIDDLESEX ENDODONTICS, LLC.
Plan sponsor
Name
MIDDLESEX ENDODONTICS, LLC
EIN
84-4317504
Address
47 SHORE ROAD STE 2 · WINCHESTER, MA · 01890
Phone
(781) 729-6622
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
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
EASTERN SMILES OPCO, LLC
EASTERN SMILES 401(K) PLAN
$6.8M · 390 participants
ENDODONTIC ASSOCIATES OF CAPE COD, P.C.
ENDODONTIC ASSOCIATES OF CAPE COD, P.C. PROFIT SHARING PLAN
$6.8M · 9 participants
DR. MICHAEL APA, D.D.S., P.C.
DR. MICHAEL APA, D.D.S., P.C. PROFIT SHARING PLAN
$6.8M · 24 participants
WILLIAM A. DEYERLE, D.D.S. LTD.
WILLIAM A. DEYERLE, D.D.S., LTD. 401(K) PROFIT SHARING PLAN
$6.8M · 7 participants
RICHARD T. KINGSTON, JR., D.D.S.
RICHARD T. KINGSTON, JR., D.D.S. 401(K) SAVINGS & PROFIT SHARING PLAN
$6.8M · 5 participants
STEPHEN P. KERPER, D.D.S. AND BRAD J. KANE, D.D.S., A PROFESSIONAL CO
STEPHEN P. KERPER, D.D.S. AND BRAD J. KANE, D.D.S., A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST
$6.8M · 19 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B