How big is Stern Orthodontics, P.A.'s plan?

Stern Orthodontics, P.A.'s plan reported $2.5M in assets and 5 participants for 2024.

Original filing (PDF)20250414104815NAL0003228722001

Stern Orthodontics, P.A.

Name: Stern Orthodontics, P.A. — Stern Orthodontics, P.A., Form 5500 (2024)
Creator: Stern Orthodontics, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stern Orthodontics, P.A. 401(k) Retirement Plan & Trust

401(k) retirement plan · Stern Orthodontics, P.A.'s Stern Orthodontics, P.A. 401(k) Retirement Plan & Trust held $2.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

LIZ Villarreal signed Stern Orthodontics, P.A.'s 2024 Form 5500 as plan administrator.

LIZ Villarreal — 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

Stern Orthodontics, P.A.'s EIN is 27-4602004.

EIN 27-4602004

Plan number 001

Plan year 2024

ACK ID 20250414104815NAL0003228722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stern Orthodontics, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stern Orthodontics, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score