How big is Gerlein Orthodontics, LLC's plan?

Gerlein Orthodontics, LLC's plan reported $2.4M in assets and 13 participants for 2024.

Original filing (PDF)20250723104120NAL0001812435001

Gerlein Orthodontics, LLC

Name: Gerlein Orthodontics, LLC — Gerlein Orthodontics, Form 5500 (2024)
Creator: Gerlein Orthodontics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gerlein Orthodontics, LLC 401(k) RATE Group Profit Sharing Plan and Trust

401(k) retirement plan · Gerlein Orthodontics, LLC's Gerlein Orthodontics, LLC 401(k) RATE Group Profit Sharing Plan and Trust held $2.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Eduardo Gerlein signed Gerlein Orthodontics, LLC's 2024 Form 5500 as plan administrator.

Eduardo Gerlein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Gerlein Orthodontics, LLC's EIN is 05-0526244.

EIN 05-0526244

Plan number 001

Plan year 2024

ACK ID 20250723104120NAL0001812435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gerlein Orthodontics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gerlein Orthodontics, LLC'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 GERLEIN ORTHODONTICS, LLC.

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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