How big is Connecticut Valley Orthodontics, P.C.'s plan?

Connecticut Valley Orthodontics, P.C.'s plan reported $1.3M in assets and 21 participants for 2024.

Original filing (PDF)20250812120154NAL0004315427001

Connecticut Valley Orthodontics, P.C.

Name: Connecticut Valley Orthodontics, P.C. — Connecticut, Form 5500 (2024)
Creator: Connecticut Valley Orthodontics, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Connecticut Valley Orthodontics, P.C. Cash Balance Plan

Defined-benefit pension plan · Connecticut Valley Orthodontics, P.C.'s Connecticut Valley Orthodontics, P.C. Cash Balance Plan held $1.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

ADAM S. Daniels, D.D.S. signed Connecticut Valley Orthodontics, P.C.'s 2024 Form 5500 as plan administrator.

ADAM S. Daniels, D.D.S. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Connecticut Valley Orthodontics, P.C.'s EIN is 26-2345452.

EIN 26-2345452

Plan number 002

Plan year 2024

ACK ID 20250812120154NAL0004315427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Connecticut Valley Orthodontics, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Connecticut Valley Orthodontics, P.C.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score