How big is L. CARY Orton DDS, Inc.'s plan?

L. CARY Orton DDS, Inc.'s plan reported $3.9M in assets and 3 participants for 2024.

Original filing (PDF)20250916103529NAL0002913344001

L. CARY Orton DDS, Inc.

Name: L. CARY Orton DDS, Inc. — L. CARY Orton DDS, Inc., Form 5500 (2024)
Creator: L. CARY Orton DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

L. CARY Orton DDS, Inc. 401(k) Plan

401(k) retirement plan · L. CARY Orton DDS, Inc.'s L. CARY Orton DDS, Inc. 401(k) Plan held $3.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

L. CARY Orton DDS, Inc.'s EIN is 20-4902538.

EIN 20-4902538

Plan number 001

Plan year 2024

ACK ID 20250916103529NAL0002913344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for L. CARY Orton DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

L. CARY Orton DDS, Inc.'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 L. CARY ORTON DDS, INC..

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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