· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROCHESTER PEDIATRIC DENTISTRY PLLC — ROCHESTER PEDIATRIC DENTISTRY, PLLC 401 (K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625141236NAL0007904705001
ROCHESTER PEDIATRIC DENTISTRY PLLC
Form 5500-SF
FILING_RECEIVED
ROCHESTER PEDIATRIC DENTISTRY, PLLC 401 (K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
19
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROCHESTER PEDIATRIC DENTISTRY PLLC
.
Find decision makers
Plan sponsor
Name
ROCHESTER PEDIATRIC DENTISTRY PLLC
EIN
86-1590253
Address
145 SULLY'S TRAIL · PITTSFORD, NY · 14534
Phone
(585) 381-2190
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-06-25
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
RAMAPO ORTHODONTICS
RAMAPO ORTHODONTICS RETIREMENT PLAN
$3.2M · 4 participants
GALVA FAMILY DENTISTRY, INC.
GALVA FAMILY DENTISTRY 401(K) PLAN
$3.2M · 59 participants
APPLETON DENTAL ASSOCIATES, P.C.
APPLETON DENTAL ASSOCIATES PC 401(K) PLAN
$3.2M · 5 participants
WINNIE YU, D.M.D., P.C.
WINNIE YU, DMD PROFIT SHARING PLAN
$3.2M · 5 participants
D. MARK BEAVERS, DDS, LLC
D. MARK BEAVERS, DDS, LLC 401(K) PROFIT SHARING PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.2M · 6 participants
STUART I. ROBB, D.D.S., M.S., P.C.
STUART I. ROBB, D.D.S., M.S., P.C. PROFIT SHARING PLAN & TRUST
$3.2M · 11 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
