Original filing (PDF)20250513083221NAL0011861987001

Orthodontic Specialists of Southeastern MASS PC

Name: Orthodontic Specialists of Southeastern MASS PC — Form 5500 Plan 001 (2023)
Creator: Orthodontic Specialists of Southeastern MASS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orthodontic Specialist of Southeastern MASS PC Profit Sharing Plan

401(k) retirement plan · Orthodontic Specialists of Southeastern MASS PC's Orthodontic Specialist of Southeastern MASS PC Profit Sharing Plan held $5.4M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Orthodontic Specialists of Southeastern MASS PC's EIN is 04-2552592.

EIN 04-2552592

Plan number 001

Plan year 2023

ACK ID 20250513083221NAL0011861987001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Orthodontic Specialists of Southeastern MASS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Orthodontic Specialists of Southeastern MASS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHODONTIC SPECIALISTS OF SOUTHEASTERN MASS PC.

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Plan health score

Top-tier plan health

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

100

Helping the score