How big is Kelley Orthodontics, P.C.'s plan?

Kelley Orthodontics, P.C.'s plan reported $1.6M in assets and 16 participants for 2024.

Original filing (PDF)20250711082158NAL0010070304001

Kelley Orthodontics, P.C.

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

Form 5500-SF

FILING_RECEIVED

Kelley Orthodontics, P.C. 401(k) Plan

401(k) retirement plan · Kelley Orthodontics, P.C.'s Kelley Orthodontics, P.C. 401(k) Plan held $1.6M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

JED Kelley signed Kelley Orthodontics, P.C.'s 2024 Form 5500 as plan administrator.

JED Kelley — 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

Kelley Orthodontics, P.C.'s EIN is 30-0219282.

EIN 30-0219282

Plan number 001

Plan year 2024

ACK ID 20250711082158NAL0010070304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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