How big is Owasso Orthodontics PC's plan?

Owasso Orthodontics PC's plan reported $4.5M in assets and 15 participants for 2024.

Original filing (PDF)20250712102038NAL0019147826001

Owasso Orthodontics PC

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

Form 5500-SF

FILING_RECEIVED

Owasso Orthodontics PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Owasso Orthodontics PC's Owasso Orthodontics PC 401(k) Profit Sharing Plan & Trust held $4.5M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

JEFF Housley signed Owasso Orthodontics PC's 2024 Form 5500 as plan administrator.

JEFF Housley — 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

Owasso Orthodontics PC's EIN is 20-1987728.

EIN 20-1987728

Plan number 001

Plan year 2024

ACK ID 20250712102038NAL0019147826001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Owasso Orthodontics PC'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 OWASSO ORTHODONTICS PC.

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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