How big is KATY Orthodontics' plan?

KATY Orthodontics' plan reported $3.8M in assets and 7 participants for 2025.

Original filing (PDF)20260113154242NAL0016684995001

KATY Orthodontics

Name: KATY Orthodontics — KATY Orthodontics 401(k), Form 5500 (2025)
Creator: KATY Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KATY Orthodontics 401(k)

401(k) retirement plan · KATY Orthodontics' KATY Orthodontics 401(k) held $3.8M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

KATY Orthodontics' EIN is 20-0747203.

EIN 20-0747203

Plan number 001

Plan year 2025

ACK ID 20260113154242NAL0016684995001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for KATY Orthodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

KATY Orthodontics' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off