How big is Shoals Orthodontics, P.C.'s plan?

Shoals Orthodontics, P.C.'s plan reported $5.4M in assets and 19 participants for 2024.

Original filing (PDF)20251008110106NAL0009612608001

Shoals Orthodontics, P.C.

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

Form 5500-SF

FILING_RECEIVED

Shoals Orthodontics, P.C. 401(k) Plan

401(k) retirement plan · Shoals Orthodontics, P.C.'s Shoals Orthodontics, P.C. 401(k) Plan held $5.4M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Shoals Orthodontics, P.C.'s EIN is 20-2236549.

EIN 20-2236549

Plan number 001

Plan year 2024

ACK ID 20251008110106NAL0009612608001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Shoals Orthodontics, P.C.'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 SHOALS ORTHODONTICS, P.C..

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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