How big is Connell Orthodontics, Ltd.'s plan?

Connell Orthodontics, Ltd.'s plan reported $2.8M in assets and 10 participants for 2024.

Original filing (PDF)20251015104216NAL0002160259001

Connell Orthodontics, Ltd.

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Connell Orthodontics, Ltd. held $2.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Connell Orthodontics, Ltd.'s EIN is 20-0223790.

EIN 20-0223790

Plan number 001

Plan year 2024

ACK ID 20251015104216NAL0002160259001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Connell Orthodontics, Ltd.'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 CONNELL ORTHODONTICS, LTD.

Finding similar companies…

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 (92nd percentile).

Plan sponsor

Name

CONNELL ORTHODONTICS, LTD

EIN

all filings

Address

17100 W. NORTH AVENUE, SUITE 102 · BROOKFIELD, WI · 53005

Phone

(262) 786-7886

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator