Original filing (PDF)20251110134452NAL0004644513001

ALLEN ORTHODONTICS

Name: ALLEN ORTHODONTICS — ALLEN ORTHODONTICS 401(K) PLAN, Form 5500 (2024)
Creator: ALLEN ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

ALLEN ORTHODONTICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ALLEN ORTHODONTICS

EIN

20-3729069all filings

Address

4110 OCEANSIDE BLVD 102 · OCEANSIDE, CA · 92056

Phone

(760) 724-2722

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-08-31

Filed

2025-11-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ADT DENTAL, LTD.

ADT DENTAL EMPLOYEE PROFIT SHARING PLAN

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP.

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP. DEFINED BENEFIT PENSION PLAN

MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

HOLLY DOFFING DDS PA

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C.

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.