Original filing (PDF)20251223140701NAL0016251376001

TEXAS ORTHODONTIC SPECIALISTS PC

Name: TEXAS ORTHODONTIC SPECIALISTS PC — TEXAS ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: TEXAS ORTHODONTIC SPECIALISTS PC

Form 5500-SF

FILING_RECEIVED

TEXAS ORTHODONTIC SPECIALISTS RETIREMENT PLAN & TRUST

Defined-contribution retirement plan

Signals · 1

Late filing · 1.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEXAS ORTHODONTIC SPECIALISTS PC.

Plan sponsor

Name

TEXAS ORTHODONTIC SPECIALISTS PC

EIN

27-4519577

Address

10120 GREENHOUSE ROAD · SUITE 101 · CYPRESS, TX · 77433

Phone

(713) 560-4644

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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