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

Oak Mountain Orthodontics, P.C.'s plan reported $146K in assets and 5 participants for 2024.

Original filing (PDF)20251007101122NAL0004417665001

Oak Mountain Orthodontics, P.C.

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

Form 5500-SF

FILING_RECEIVED

Oak Mountain Orthodontics, P.C. 401(k) Plan

401(k) retirement plan · Oak Mountain Orthodontics, P.C.'s Oak Mountain Orthodontics, P.C. 401(k) Plan held $146K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$146K

Net assets (EOY)

$146K

People on this filing

Priscila Denny signed Oak Mountain Orthodontics, P.C.'s 2024 Form 5500 as plan administrator.

Priscila Denny — 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

Oak Mountain Orthodontics, P.C.'s EIN is 20-2631147.

EIN 20-2631147

Plan number 001

Plan year 2024

ACK ID 20251007101122NAL0004417665001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oak Mountain 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 OAK MOUNTAIN 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

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 (90th percentile).

Plan sponsor

Name

OAK MOUNTAIN ORTHODONTICS, P.C.

EIN

all filings

Address

2029 OLD MONTGOMERY BLVD · BIRMINGHAM, AL · 35244

Phone

(205) 682-7488

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator