How big is Advanced Orthodontics' plan?

Advanced Orthodontics' plan reported $2.4M in assets and 19 participants for 2024.

Original filing (PDF)20250930142235NAL0015013712001

Advanced Orthodontics

Name: Advanced Orthodontics — Advanced Orthodontics 401(k), Form 5500 (2024)
Creator: Advanced Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advanced Orthodontics 401(k) Plan

401(k) retirement plan · Advanced Orthodontics' Advanced Orthodontics 401(k) Plan held $2.4M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Benjamin Larrabee signed Advanced Orthodontics' 2024 Form 5500 as plan administrator.

Benjamin Larrabee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advanced Orthodontics' EIN is 20-5519177.

EIN 20-5519177

Plan number 001

Plan year 2024

ACK ID 20250930142235NAL0015013712001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVANCED ORTHODONTICS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

ADVANCED ORTHODONTICS

EIN

all filings

Address

1810 S. CRISMON ROAD #183 · MESA, AZ · 85209

Phone

(480) 357-4900

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator