How big is Davis Orthodontics, PA's plan?

Davis Orthodontics, PA's plan reported $965K in assets and 41 participants for 2024.

Original filing (PDF)20250423113107NAL0008565216001

Davis Orthodontics, PA

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

Form 5500-SF

FILING_RECEIVED

Davis Orthodontics, PA 401(k) Profit Sharing Plan

401(k) retirement plan · Davis Orthodontics, PA's Davis Orthodontics, PA 401(k) Profit Sharing Plan held $965K in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$965K

Net assets (EOY)

$965K

Plan identifiers

Davis Orthodontics, PA's EIN is 27-5469785.

EIN 27-5469785

Plan number 001

Plan year 2024

ACK ID 20250423113107NAL0008565216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davis Orthodontics, PA's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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