How big is Family Orthodontics, PC's plan?

Family Orthodontics, PC's plan reported $3.3M in assets and 4 participants for 2025.

Original filing (PDF)20260512093946NAL0013388402001

Family Orthodontics, PC

Name: Family Orthodontics, PC — Family Orthodontics, P.C., Form 5500 (2025)
Creator: Family Orthodontics, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Family Orthodontics, P.C. 401(k) Plan

401(k) retirement plan · Family Orthodontics, PC's Family Orthodontics, P.C. 401(k) Plan held $3.3M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Matthew Fortna signed Family Orthodontics, PC's 2025 Form 5500 as plan administrator.

Matthew Fortna — 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

Family Orthodontics, PC's EIN is 20-8679713.

EIN 20-8679713

Plan number 001

Plan year 2025

ACK ID 20260512093946NAL0013388402001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Family Orthodontics, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Family Orthodontics, PC'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 FAMILY ORTHODONTICS, PC.

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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