· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FOWLER ORTHODONTICS, PLLC — FOWLER ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010134532NAL0018148994001
FOWLER ORTHODONTICS, PLLC
Form 5500-SF
FILING_RECEIVED
FOWLER ORTHODONTICS, PLLC CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FOWLER ORTHODONTICS, PLLC
.
Find decision makers
Plan sponsor
Name
FOWLER ORTHODONTICS, PLLC
EIN
26-0191169
Address
511 NEW HIGHWAY 96W, SUITE 203 · FRANKLIN, TN · 37064
Phone
(615) 591-4770
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MY ORTHODONTIST, PA
MY ORTHODONTIST 401(K) PROFIT SHARING PLAN
$2.2M · 25 participants
VICTOR V. GAMMICHIA, D.D.S., P.A.
VICTOR V. GAMMICHIA, D.D.S., P.A. EMPLOYEE 401(K) SAVINGS AND RETIREMENT
$2.2M · 11 participants
ROBERT J. MANSELL, D.M.D. & ASSOCIATES, P.C.
ROBERT J. MANSELL, D.M.D. & ASSOCIATES, P.C. 401(K) PLAN
$2.2M · 6 participants
JAMIE ITALIANE-DECUBELLIS, DDS
JAMIE ITALIANE-DECUBELLIS, DDS 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 13 participants
NAGEL ENDODONTICS, P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
NAGEL ENDODONTICS, P.C. CASH BALANCE PLAN
$2.2M · 18 participants
DAVID H YU DDS MS PA
DAVID H YU DDS MS PA 401K PLAN
$2.2M · 11 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
