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DR. BRAD L. JENNINGS, D.D.S., M.D.S., P.A — JENNINGS ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260210101502NAL0001913923001
DR. BRAD L. JENNINGS, D.D.S., M.D.S., P.A
Form 5500-SF
FILING_RECEIVED
JENNINGS ORTHODONTICS RETIREMENT PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 2.8 mo
Active participants
6
Accounts w/ balance
13
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
85
/ 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
89
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
DR. BRAD L. JENNINGS, D.D.S., M.D.S., P.A
.
Find decision makers
Plan sponsor
Name
DR. BRAD L. JENNINGS, D.D.S., M.D.S., P.A
EIN
26-3497882
Address
119 CINNAMON OAK LANE · HOUSTON, TX · 77079
Phone
(281) 497-7920
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
2026-02-10
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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MIDTOWN FAMILY DENTISTRY
100
Knocking points off
Filed 2.8 months past the 10.5-month grace window.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
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