Original filing (PDF)20250624130313NAL0017475186001

APICELLA LOREI ORTHODONTICS DBA STRAIGHT SMILE STUDIO

Name: APICELLA LOREI ORTHODONTICS DBA STRAIGHT SMILE STUDIO — APICELLA LOREI ORTHODONTICS 401(K) PLAN, Form 5500 (2024)
Creator: APICELLA LOREI ORTHODONTICS DBA STRAIGHT SMILE STUDIO

Form 5500-SF

FILING_RECEIVED

APICELLA LOREI ORTHODONTICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 APICELLA LOREI ORTHODONTICS DBA STRAIGHT SMILE STUDIO.

Plan sponsor

Name

APICELLA LOREI ORTHODONTICS DBA STRAIGHT SMILE STUDIO

EIN

23-1887446

Address

555 GETTYSBURG PIKE · SUITE A-300 · MECHANICSBURG, PA · 17055

Phone

(717) 697-8222

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

2025-06-24

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CHARLES R. SUGIYAMA & ASSOCIATES

CHARLES R. SUGIYAMA DDS PROFIT SHARING PLAN

$2.0M · 4 participants

ALOHA FAMILY DENTAL LLC DBA KAHULUI DENTAL

KAHULUI DENTAL 401(K) PROFIT SHARING PLAN

$2.0M · 9 participants

JASON A. COHEN DDS, PC

JASON A. COHEN DDS, PC 401(K) PLAN

$2.0M · 8 participants

JOSEPH D. CHIPRIANO, JR. DMD, LLC

JOSEPH D. CHIPRIANO, JR., D.M.D., LLC 401(K) PLAN

$2.0M · 5 participants

HERMITAGE COSMETIC AND IMPLANT DENTISTRY

HERMITAGE COSMETIC AND IMPLANT DENTISTRY 401(K) PROFIT SHARING PLAN