Original filing (PDF)20250728130011NAL0000899811001

JASON K POLLEI DBA POLLEI ORTHODONTICS

Name: JASON K POLLEI DBA POLLEI ORTHODONTICS — POLLEI ORTHODONTICS 401(K) PLAN, Form 5500 (2024)
Creator: JASON K POLLEI DBA POLLEI ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

POLLEI ORTHODONTICS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$716K

Net assets (EOY)

$716K

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.

Decision-maker contacts

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

Plan sponsor

Name

JASON K POLLEI DBA POLLEI ORTHODONTICS

EIN

27-5012850all filings

Address

4253 LEBANON ROAD · HERMITAGE, TN · 37076

Phone

(615) 885-0128

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator