How big is Fort Lee Orthodontic Associate's plan?

Fort Lee Orthodontic Associate's plan reported $7.1M in assets and 109 participants for 2025.

Original filing (PDF)20260417074628NAL0029692240001

Fort Lee Orthodontic Associate

Name: Fort Lee Orthodontic Associate — Fort Lee Orthodonti, Form 5500 (2025)
Creator: Fort Lee Orthodontic Associate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fort Lee Orthodontic Associate 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Fort Lee Orthodontic Associate's Fort Lee Orthodontic Associate 401(k) Profit Sharing Plan & Trust held $7.1M in plan assets for 109 participants in 2025.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

JON Golub signed Fort Lee Orthodontic Associate's 2025 Form 5500 as plan administrator.

JON Golub — 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

Fort Lee Orthodontic Associate's EIN is 22-2326082.

EIN 22-2326082

Plan number 001

Plan year 2025

ACK ID 20260417074628NAL0029692240001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fort Lee Orthodontic Associate from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fort Lee Orthodontic Associate's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORT LEE ORTHODONTIC ASSOCIATE.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score