Original filing (PDF)20250703075312NAL0000114451001

REED & SAHLANEY ORTHODONTICS, LLP

Name: REED & SAHLANEY ORTHODONTICS, LLP — REED & SAHLANEY ORTHODONTICS, LLP 401(K) PLAN, Form 5500 (2024)
Creator: REED & SAHLANEY ORTHODONTICS, LLP

Form 5500-SF

FILING_RECEIVED

REED & SAHLANEY ORTHODONTICS, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 REED & SAHLANEY ORTHODONTICS, LLP.

Plan sponsor

Name

REED & SAHLANEY ORTHODONTICS, LLP

EIN

25-1263897

Address

2702 PLANK ROAD · ALTOONA, PA · 16601

Phone

(814) 944-3521

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

2025-07-03

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SARA E. SIRUTA, D.D.S, INC.

SARA E. SIRUTA, D.D.S., INC. 401K PLAN

$2.4M · 7 participants

BUTLER FAMILY DENTISTRY LLC

BUTLER FAMILY DENTISTRY LLC SAFE HARBOR 401K PLAN

$2.4M · 14 participants

BUTTERFOSS BARTON ORTHODONTICS, LLC

BUTTERFOSS BARTON ORTHODONTICS, LLC 401(K) PLAN

$2.4M · 4 participants

SOUTH AUSTIN MICROENDODONTICS

SOUTH AUSTIN MICROENDODONTICS 401(K) PLAN

$2.4M · 13 participants

SOUTHEAST ENDODONTICS, P.C.

SOUTHEAST ENDODONTICS, P.C. PROFIT SHARING PLAN AND TRUST