Original filing (PDF)20250710185812NAL0005815665001

ORTHODONTICS - PATRICK P. CHEN, DDS, PA

Name: ORTHODONTICS - PATRICK P. CHEN, DDS, PA — ORTHODONTICS - PATRICK P. CHEN, DDS, PA 401(K) PLAN, Form 5500 (2024)
Creator: ORTHODONTICS - PATRICK P. CHEN, DDS, PA

Form 5500-SF

FILING_RECEIVED

ORTHODONTICS - PATRICK P. CHEN, DDS, PA 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$685K

Net assets (EOY)

$685K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ORTHODONTICS - PATRICK P. CHEN, DDS, PA

EIN

16-1634013all filings

Address

4865 HEDGECOXE ROAD, STE. 200 · PLANO, TX · 75024

Phone

(972) 312-0570

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator