How big is Cassinelli & Shanker Orthodontics Partnership's plan?

Cassinelli & Shanker Orthodontics Partnership's plan reported $4.0M in assets and 30 participants for 2025.

Original filing (PDF)20260512104952NAL0005499923001

Cassinelli & Shanker Orthodontics Partnership

Name: Cassinelli & Shanker Orthodontics Partnership — Form 5500 Plan 006 (2025)
Creator: Cassinelli & Shanker Orthodontics Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Chester Orthodontics Cash Balance Plan

Defined-benefit pension plan · Cassinelli & Shanker Orthodontics Partnership's West Chester Orthodontics Cash Balance Plan held $4.0M in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Tracy Cassinelli signed Cassinelli & Shanker Orthodontics Partnership's 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 Partnership's EIN is 27-2863717.

EIN 27-2863717

Plan number 006

Plan year 2025

ACK ID 20260512104952NAL0005499923001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Cassinelli & Shanker Orthodontics Partnership's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score