How big is Patterson Orthodontics, PLLC's plan?

Patterson Orthodontics, PLLC's plan reported $757K in assets and 13 participants for 2024.

Original filing (PDF)20251013203822NAL0000939827001

Patterson Orthodontics, PLLC

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

Form 5500-SF

FILING_RECEIVED

Patterson Orthodontics, PLLC 401(k) Retirement Plan

401(k) retirement plan · Patterson Orthodontics, PLLC's Patterson Orthodontics, PLLC 401(k) Retirement Plan held $757K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

Plan identifiers

Patterson Orthodontics, PLLC's EIN is 27-1082864.

EIN 27-1082864

Plan number 001

Plan year 2024

ACK ID 20251013203822NAL0000939827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Patterson Orthodontics, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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