Original filing (PDF)20250211143018NAL0019756753001

DAVENPORT ORTHODONTICS, INC.

Name: DAVENPORT ORTHODONTICS, INC. — DAVENPORT ORTHODONTICS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: DAVENPORT ORTHODONTICS, INC.

Form 5500-SF

FILING_RECEIVED

DAVENPORT ORTHODONTICS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 DAVENPORT ORTHODONTICS, INC..

Plan sponsor

Name

DAVENPORT ORTHODONTICS, INC.

EIN

20-5230091

Address

3575 JERSEY RIDGE RD STE 1 · DAVENPORT, IA · 528072292

Phone

(563) 355-7488

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

DAVENPORT ORTHODONTICS, INC.

EIN

20-5230091

City

DAVENPORT, IA

Phone

(563) 355-7488

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-11

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

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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