How big is Sherman Orthodontics, P.C.'s plan?

Sherman Orthodontics, P.C.'s plan reported $944K in assets and 1 participants for 2024.

Original filing (PDF)20250918130819NAL0003237970001

Sherman Orthodontics, P.C.

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

Form 5500-SF

FILING_RECEIVED

Sherman Orthodontics Profit Sharing Plan

Defined-contribution retirement plan · Sherman Orthodontics, P.C.'s Sherman Orthodontics Profit Sharing Plan held $944K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$944K

Net assets (EOY)

$944K

People on this filing

David Sherman signed Sherman Orthodontics, P.C.'s 2024 Form 5500 as plan administrator.

David Sherman — 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

Sherman Orthodontics, P.C.'s EIN is 11-2613725.

EIN 11-2613725

Plan number 001

Plan year 2024

ACK ID 20250918130819NAL0003237970001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sherman Orthodontics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHERMAN ORTHODONTICS, P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SHERMAN ORTHODONTICS, P.C.

EIN

all filings

Address

800 COMMUNITY DRIVE · SUITE 200 · MANHASSET, NY · 11030

Phone

(516) 487-0660

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator