How big is Borello Orthodontics LLC's plan?

Borello Orthodontics LLC's plan reported $1.1M in assets and 14 participants for 2024.

Original filing (PDF)20250728121915NAL0003302770001

Borello Orthodontics LLC

Name: Borello Orthodontics LLC — Retirement Income, Form 5500 (2024)
Creator: Borello Orthodontics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Income Security Plan-Borello Orthodontics

401(k) retirement plan · Borello Orthodontics LLC's Retirement Income Security Plan-Borello Orthodontics held $1.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Steven Stout signed Borello Orthodontics LLC's 2024 Form 5500 as plan administrator.

Steven Stout — 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

Borello Orthodontics LLC's EIN is 27-3113306.

EIN 27-3113306

Plan number 001

Plan year 2024

ACK ID 20250728121915NAL0003302770001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Borello Orthodontics LLC'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 BORELLO ORTHODONTICS LLC.

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