How big is Luis J. Alvarez, DDS, PC's plan?

Luis J. Alvarez, DDS, PC's plan reported $5.6M in assets and 15 participants for 2024.

Original filing (PDF)20250721125253NAL0003166994001

Luis J. Alvarez, DDS, PC

Name: Luis J. Alvarez, DDS, PC — Alvarez Orthodontics, Form 5500 (2024)
Creator: Luis J. Alvarez, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alvarez Orthodontics Employees' Profit Sharing Plan and Trust

401(k) retirement plan · Luis J. Alvarez, DDS, PC's Alvarez Orthodontics Employees' Profit Sharing Plan and Trust held $5.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan identifiers

Luis J. Alvarez, DDS, PC's EIN is 23-2861678.

EIN 23-2861678

Plan number 001

Plan year 2024

ACK ID 20250721125253NAL0003166994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Luis J. Alvarez, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Luis J. Alvarez, DDS, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUIS J. ALVAREZ, DDS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

LUIS J. ALVAREZ, DDS, PC

DBA

ALVAREZ ORTHODONTICS

EIN

all filings

Address

4000 WEGMANS DRIVE · SUITE 100 · BETHLEHEM, PA · 18017

Phone

(610) 974-8844

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