Original filing (PDF)20250616115612NAL0001401440001

ORAL HEALTH PARTNERSHIP

Name: ORAL HEALTH PARTNERSHIP — ORAL HEALTH PARTNERSHIP 401(K) SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: ORAL HEALTH PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

ORAL HEALTH PARTNERSHIP 401(K) SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 ORAL HEALTH PARTNERSHIP.

Plan sponsor

Name

ORAL HEALTH PARTNERSHIP

EIN

20-8969896

Address

1245 MAIN STREET · GREEN BAY, WI · 54302

Phone

(920) 965-0831

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

2025-06-16

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

TIM VERWEST, D.M.D., P.A.

TIM VERWEST, D.M.D., P.A. 401(K) RETIREMENT PLAN

$1.6M · 1 participants

GREATER TULSA ORTHODONTICS, PLLC

GREATER TULSA ORTHO PLLC 401(K) PS PLAN

$1.6M · 15 participants

SOLOMON T WOLDESILASSIE DDS PC

SOLOMON T WOLDESILASSIE DDS PC 401K PROFIT SHARING PLAN AN

$1.6M · 4 participants

PERIONORTH, P.C.

PERIONORTH PROFIT SHARING PLAN

$1.6M · 11 participants

ROSS FAMILY DENTAL

ROSS FAMILY DENTAL 401(K) PLAN