How big is Southwest Ortho Solutions, LLC's plan?

Southwest Ortho Solutions, LLC's plan reported $2.0M in assets and 5 participants for 2024.

Original filing (PDF)20250908163634NAL0019472193001

Southwest Ortho Solutions, LLC

Name: Southwest Ortho Solutions, LLC — SW Ortho Solutions, Form 5500 (2024)
Creator: Southwest Ortho Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SW Ortho Solutions, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Southwest Ortho Solutions, LLC's SW Ortho Solutions, LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Michael Vanderford signed Southwest Ortho Solutions, LLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Southwest Ortho Solutions, LLC's EIN is 27-1043920.

EIN 27-1043920

Plan number 001

Plan year 2024

ACK ID 20250908163634NAL0019472193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Ortho Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Ortho Solutions, LLC's plan includes profit-sharing, a 401(k) feature, 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 SOUTHWEST ORTHO SOLUTIONS, LLC.

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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 (94th percentile).

Plan sponsor

Name

SOUTHWEST ORTHO SOLUTIONS, LLC

EIN

all filings

Address

1114 GALLOWAY · EL PASO, TX · 79902

Phone

(505) 385-0722

Industry

Wholesale Trade

Plan administrator