Original filing (PDF)20250916103529NAL0002913344001

L. CARY ORTON DDS, INC.

Name: L. CARY ORTON DDS, INC. — L. CARY ORTON DDS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: L. CARY ORTON DDS, INC.

Form 5500-SF

FILING_RECEIVED

L. CARY ORTON DDS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L. CARY ORTON DDS, INC..

Plan sponsor

Name

L. CARY ORTON DDS, INC.

EIN

20-4902538

Address

11665 AVENA PLACE, SUITE 101 · SAN DIEGO, CA · 92128

Phone

(858) 485-7668

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

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

UNIVERSITY GENERAL DENTISTS, P.C.

UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN

$3.9M · 13 participants

LIFETIME DENTAL GROUP

LIFETIME DENTAL 401(K) PLAN

$3.9M · 41 participants

NORWOOD PARK PERIODONTICS, PC

NORWOOD PARK PERIODONTICS, PC DEFINED BENEFIT PLAN

$3.9M · 7 participants

LEONARD ORTHODONTICS, LLC

LEONARD ORTHODONTICS, LLC 401(K) PLAN

$3.9M · 20 participants

AUSTIN L. TEMPLE, III, D.D.S., P.A.

AUSTIN L. TEMPLE, III, D.D.S., P.A. RETIREMENT SAVINGS PLAN