How big is BUDD Orthodontics, PLLC's plan?

BUDD Orthodontics, PLLC's plan reported $622K in assets and 6 participants for 2024.

Original filing (PDF)20250611170859NAL0045784178001

BUDD Orthodontics, PLLC

Name: BUDD Orthodontics, PLLC — BUDD Orthodontics, PLLC, Form 5500 (2024)
Creator: BUDD Orthodontics, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BUDD Orthodontics, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · BUDD Orthodontics, PLLC's BUDD Orthodontics, PLLC 401(k) Profit Sharing Plan held $622K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$622K

Net assets (EOY)

$622K

Plan identifiers

BUDD Orthodontics, PLLC's EIN is 26-3547401.

EIN 26-3547401

Plan number 001

Plan year 2024

ACK ID 20250611170859NAL0045784178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BUDD Orthodontics, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BUDD Orthodontics, PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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 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 (89th percentile).

Plan sponsor

Name

BUDD ORTHODONTICS, PLLC

EIN

all filings

Address

4444 NORTH 32ND STREET, SUITE 210 · PHOENIX, AZ · 85018

Phone

(602) 956-4530

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator