Original filing (PDF)20250617154357NAL0001723505001

CLEARCHOICE ORTHODONTICS, PLLC

Name: CLEARCHOICE ORTHODONTICS, PLLC — CLEARCHOICE ORTHODONTICS, PLLC 401K PLAN, Form 5500 (2024)
Creator: CLEARCHOICE ORTHODONTICS, PLLC

Form 5500-SF

FILING_RECEIVED

CLEARCHOICE ORTHODONTICS, PLLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 CLEARCHOICE ORTHODONTICS, PLLC.

Plan sponsor

Name

CLEARCHOICE ORTHODONTICS, PLLC

EIN

26-1673907

Address

1260 PIN OAK ROAD, #208 · KATY, TX · 774945600

Phone

(832) 721-9793

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

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

KATIE STEELE, DDS, PLLC

STEELE PEDIATRIC DENTISTRY 401(K) AND PROFIT SHARING PLAN

$1.1M · 8 participants

LESLY G. THOMAS

LESLY G. THOMAS 401(K) PROFIT SHARING PLAN

$1.1M · 9 participants

SPARKMAN ORTHODONTICS, P.A.

EXPRESS GRATITUDE DEFINED BENEFIT CASH BALANCE PLAN & TRUST

$1.1M · 32 participants

PROSTHETIC DENTISTRY PC

PROSTHETIC DENTISTRY PC 401(K) PROFIT SHARING PLAN

$1.1M · 2 participants

OSCAR H CHEN DDS DENTAL CORPORAT

OSCAR H CHEN DDS 401(K) PLAN