How big is Peterson Orthodontics, PLLC's plan?

Peterson Orthodontics, PLLC's plan reported $515K in assets and 7 participants for 2024.

Original filing (PDF)20251007161035NAL0005032897001

Peterson Orthodontics, PLLC

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

Form 5500-SF

FILING_RECEIVED

Peterson Orthodontics 401(k) Plan

401(k) retirement plan · Peterson Orthodontics, PLLC's Peterson Orthodontics 401(k) Plan held $515K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

MAI VANG signed Peterson Orthodontics, PLLC's 2024 Form 5500 as plan administrator.

MAI VANG — 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

Peterson Orthodontics, PLLC's EIN is 20-1334771.

EIN 20-1334771

Plan number 001

Plan year 2024

ACK ID 20251007161035NAL0005032897001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peterson Orthodontics, PLLC'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 PETERSON ORTHODONTICS, PLLC.

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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