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

Pershing Orthodontics, P.C.'s plan reported $4.3M in assets and 9 participants for 2024.

Original filing (PDF)20250528165715NAL0013186336001

Pershing Orthodontics, P.C.

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

Form 5500-SF

FILING_RECEIVED

Pershing Orthodontics, P. C. Safe Harbor 401(k) Plan

401(k) retirement plan · Pershing Orthodontics, P.C.'s Pershing Orthodontics, P. C. Safe Harbor 401(k) Plan held $4.3M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Pershing Orthodontics, P.C.'s EIN is 20-4508463.

EIN 20-4508463

Plan number 001

Plan year 2024

ACK ID 20250528165715NAL0013186336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pershing Orthodontics, P.C.'s plan includes profit-sharing, a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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