How big is Cassinelli & Shanker Orthodontics' plan?

Cassinelli & Shanker Orthodontics' plan reported $6.9M in assets and 31 participants for 2025.

Original filing (PDF)20260512103452NAL0008119568001

Cassinelli & Shanker Orthodontics

Name: Cassinelli & Shanker Orthodontics — West Chester, Form 5500 (2025)
Creator: Cassinelli & Shanker Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Chester Orthodontics 401(k)

401(k) retirement plan · Cassinelli & Shanker Orthodontics' West Chester Orthodontics 401(k) held $6.9M in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Tracy Cassinelli signed Cassinelli & Shanker Orthodontics' 2025 Form 5500 as plan administrator.

Tracy Cassinelli — 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

Cassinelli & Shanker Orthodontics' EIN is 27-2863717.

EIN 27-2863717

Plan number 005

Plan year 2025

ACK ID 20260512103452NAL0008119568001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cassinelli & Shanker Orthodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cassinelli & Shanker Orthodontics' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

Finding similar companies…

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