Back to filter
Original filing (PDF)20250506080411NAL0008780961001
HARTL ORTHODONTICS, LLC
Form 5500-SF
FILING_RECEIVED
PENSION PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARTL ORTHODONTICS, LLC.
Plan sponsor
Name
HARTL ORTHODONTICS, LLC
EIN
30-1005247
Address
1305 W CHESTNUT ST, SUITE 2 · WEST BEND, WI · 53095
Phone
(414) 531-1519
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-06
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
EMERALD COAST ENDODONTICS, LLC
EMERALD COAST ENDODONTICS 401(K) PROFIT SHARING PLAN
$1.7M · 7 participants
MARIA E. MARZO, D.D.S. P.C.
MARIA E. MARZO, D.D.S., P.C. EMPLOYEES' 401(K) RETIREMENT PLAN
$1.7M · 14 participants
RUSSELL T. TAYLOR PLLC
RUSSELL T. TAYLOR DMD 401(K) RETIREMENT PLAN
$1.7M · 9 participants
KARINA SPIVAK DMD LLC
KARINA SPIVAK DMD LLC CASH BALANCE PENSION PLAN
$1.7M · 8 participants
COMPREHENSIVE FAMILY DENTISTRY OF WEXFORD
COMPREHENSIVE FAMILY DENTISTRY OF WEXFORD 401(K) PROFIT SHARING PLAN
$1.7M · 23 participants
ERIK A. STALDER DDS
ERIK A. STALDER DDS 401(K) PLAN & TRUST
$1.7M · 7 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B