Original filing (PDF)20260710104311NAL0001539472001

IVY Orthodontics PC

Name: IVY Orthodontics PC — IVY Orthodontics PC Retirement, Form 5500 (2025)
Creator: IVY Orthodontics PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IVY Orthodontics PC Retirement

401(k) retirement plan · IVY Orthodontics PC's IVY Orthodontics PC Retirement held $1.5M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IVY ORTHODONTICS PC.

Plan sponsor

Name

IVY ORTHODONTICS PC

EIN

26-0529470all filings

Address

16 NORTH MAIN ST STE 200 · ANDOVER, MA · 01810

Phone

(857) 222-9988

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