How big is Micah G. Mortensen, DDS, MSD, PLLC's plan?

Micah G. Mortensen, DDS, MSD, PLLC's plan reported $152K in assets and 13 participants for 2025.

Original filing (PDF)20260303135657NAL0002217073001

Micah G. Mortensen, DDS, MSD, PLLC

Name: Micah G. Mortensen, DDS, MSD, PLLC — Redwood Orthodo, Form 5500 (2025)
Creator: Micah G. Mortensen, DDS, MSD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Redwood Orthodontics 401(k) Plan

401(k) retirement plan · Micah G. Mortensen, DDS, MSD, PLLC's Redwood Orthodontics 401(k) Plan held $152K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

Plan identifiers

Micah G. Mortensen, DDS, MSD, PLLC's EIN is 27-1398128.

EIN 27-1398128

Plan number 002

Plan year 2025

ACK ID 20260303135657NAL0002217073001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Micah G. Mortensen, DDS, MSD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICAH G. MORTENSEN, DDS, MSD, 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