Original filing (PDF)20250721150404NAL0000760995001

BURLINGAME ORTHODONTICS PLLC

Name: BURLINGAME ORTHODONTICS PLLC — BURLINGAME ORTHODONTICS PLLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BURLINGAME ORTHODONTICS PLLC

Form 5500-SF

FILING_RECEIVED

BURLINGAME ORTHODONTICS PLLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$884K

Net assets (EOY)

$884K

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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BURLINGAME ORTHODONTICS PLLC

EIN

27-3106741

Address

220 CHURCH AVENUE SUITE 2 · BALLSTON SPA, NY · 12020

Phone

(515) 885-9473

Industry