Original filing (PDF)20250624130313NAL0017475186001

Apicella Lorei Orthodontics DBA Straight Smile Studio

Name: Apicella Lorei Orthodontics DBA Straight Smile Studio — Form 5500 Plan 002 (2024)
Creator: Apicella Lorei Orthodontics DBA Straight Smile Studio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Apicella Lorei Orthodontics 401(k) Plan

401(k) retirement plan · Apicella Lorei Orthodontics DBA Straight Smile Studio's Apicella Lorei Orthodontics 401(k) Plan held $2.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Dr. Brian Lorei signed Apicella Lorei Orthodontics DBA Straight Smile Studio's 2024 Form 5500 as plan administrator.

Dr. Brian Lorei — 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

Apicella Lorei Orthodontics DBA Straight Smile Studio's EIN is 23-1887446.

EIN 23-1887446

Plan number 002

Plan year 2024

ACK ID 20250624130313NAL0017475186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Apicella Lorei Orthodontics DBA Straight Smile Studio from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Apicella Lorei Orthodontics DBA Straight Smile Studio'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 APICELLA LOREI ORTHODONTICS DBA STRAIGHT SMILE STUDIO.

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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