Original filing (PDF)20250917142106NAL0000746770001

SURFSIDE ORTHODONTICS, PA

Name: SURFSIDE ORTHODONTICS, PA — SURFSIDE ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: SURFSIDE ORTHODONTICS, PA

Form 5500-SF

FILING_RECEIVED

SURFSIDE ORTHODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SURFSIDE ORTHODONTICS, PA

EIN

26-3736736all filings

Address

28 RACETRACK ROAD NW · FORT WALTON BEACH, FL · 32547

Phone

(850) 863-2122

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