Original filing (PDF)20250711073801NAL0016855538001

ORTHODONTISTS ASSOCIATES OF WE

Name: ORTHODONTISTS ASSOCIATES OF WE — ORTHODONTISTS ASSOCIATES OF WE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ORTHODONTISTS ASSOCIATES OF WE

Form 5500-SF

FILING_RECEIVED

ORTHODONTISTS ASSOCIATES OF WE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHODONTISTS ASSOCIATES OF WE.

Plan sponsor

Name

ORTHODONTISTS ASSOCIATES OF WE

EIN

16-1440911

Address

2660 ROUTE 16 N · OLEAN, NY · 14760

Phone

(716) 372-8017

Industry