How big is Sophia Updike, DDS, Inc.'s plan?

Sophia Updike, DDS, Inc.'s plan reported $2.6M in assets and 10 participants for 2024.

Original filing (PDF)20250509120421NAL0021420448001

Sophia Updike, DDS, Inc.

Name: Sophia Updike, DDS, Inc. — Updike Orthodontics, Form 5500 (2024)
Creator: Sophia Updike, DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Updike Orthodontics 401(k) Plan

401(k) retirement plan · Sophia Updike, DDS, Inc.'s Updike Orthodontics 401(k) Plan held $2.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Sophia Updike, DDS, Inc.'s EIN is 30-0760278.

EIN 30-0760278

Plan number 001

Plan year 2024

ACK ID 20250509120421NAL0021420448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sophia Updike, DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sophia Updike, DDS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOPHIA UPDIKE, DDS, INC..

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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