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Original filing (PDF)20250727101131NAL0001816002001
WEST ISLIP ORTHODONTICS, PC
Form 5500-SF
FILING_RECEIVED
WEST ISLIP ORTHODONTICS PC PLAN (FORMERLY HOWARD TICHLER DDS PC PLAN)
401(k) retirement plan
Active participants
6
Accounts w/ balance
10
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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 WEST ISLIP ORTHODONTICS, PC.
Plan sponsor
Name
WEST ISLIP ORTHODONTICS, PC
EIN
11-2521970
Address
725 MONTAUK HIGHWAY · WEST ISLIP, NY · 11795
Phone
(631) 661-6202
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
WEST ISLIP ORTHODONTICS, PC
EIN
11-2521970
City
WEST ISLIP, NY
Phone
(631) 661-6202
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2H · Partial participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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
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