How big is Texas Orthodontic Specialists PC's plan?

Texas Orthodontic Specialists PC's plan reported $1.5M in assets and 39 participants for 2024.

Original filing (PDF)20251223140701NAL0016251376001

Texas Orthodontic Specialists PC

Name: Texas Orthodontic Specialists PC — Texas Orthodontic, Form 5500 (2024)
Creator: Texas Orthodontic Specialists PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Texas Orthodontic Specialists Retirement Plan & Trust

Defined-contribution retirement plan · Texas Orthodontic Specialists PC's Texas Orthodontic Specialists Retirement Plan & Trust held $1.5M in plan assets for 39 participants in 2024.

Signals · 1

Late filing · 1.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

JOSH Stone signed Texas Orthodontic Specialists PC's 2024 Form 5500 as plan administrator.

JOSH Stone — 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

Texas Orthodontic Specialists PC's EIN is 27-4519577.

EIN 27-4519577

Plan number 001

Plan year 2024

ACK ID 20251223140701NAL0016251376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Texas Orthodontic Specialists PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Texas Orthodontic Specialists PC's plan includes profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEXAS ORTHODONTIC SPECIALISTS PC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score