How big is Davies Orthodontics, S.C.'s plan?

Davies Orthodontics, S.C.'s plan reported $4.1M in assets and 11 participants for 2024.

Original filing (PDF)20250804113833NAL0001263267001

Davies Orthodontics, S.C.

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

Form 5500-SF

FILING_RECEIVED

Davies Orthodontics, S. C. 401(k) Plan

401(k) retirement plan · Davies Orthodontics, S.C.'s Davies Orthodontics, S. C. 401(k) Plan held $4.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Kirk Davies signed Davies Orthodontics, S.C.'s 2024 Form 5500 as plan administrator.

Kirk Davies — 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

Davies Orthodontics, S.C.'s EIN is 30-0306943.

EIN 30-0306943

Plan number 001

Plan year 2024

ACK ID 20250804113833NAL0001263267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Davies Orthodontics, S.C.'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 DAVIES ORTHODONTICS, S.C..

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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