Original filing (PDF)20250929122511NAL0005022227001

CURTIS ORTHODONTICS, PLC

Name: CURTIS ORTHODONTICS, PLC — CURTIS ORTHODONTICS, PLC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: CURTIS ORTHODONTICS, PLC

Form 5500-SF

FILING_RECEIVED

CURTIS ORTHODONTICS, PLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 CURTIS ORTHODONTICS, PLC.

Plan sponsor

Name

CURTIS ORTHODONTICS, PLC

EIN

20-5305006

Address

2963 W. ELLIOT RD. · CHANDLER, AZ · 85224

Phone

(480) 838-7410

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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