How big is Orthodontic Group Associates, Ltd.'s plan?

Orthodontic Group Associates, Ltd.'s plan reported $6.7M in assets and 11 participants for 2023.

Original filing (PDF)20240612125003NAL0015804899001

Orthodontic Group Associates, Ltd.

Name: Orthodontic Group Associates, Ltd. — Orthodontic, Form 5500 (2023)
Creator: Orthodontic Group Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Orthodontic Group Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Orthodontic Group Associates, Ltd.'s Orthodontic Group Associates 401(k) Profit Sharing Plan held $6.7M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

LORA Marine signed Orthodontic Group Associates, Ltd.'s 2023 Form 5500 as plan administrator.

LORA Marine — 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

Orthodontic Group Associates, Ltd.'s EIN is 36-2699013.

EIN 36-2699013

Plan number 001

Plan year 2023

ACK ID 20240612125003NAL0015804899001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Orthodontic Group Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Orthodontic Group Associates, Ltd.'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 ORTHODONTIC GROUP ASSOCIATES, LTD.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ORTHODONTIC GROUP ASSOCIATES, LTD

EIN

all filings

Address

3003 41ST STREET · MOLINE, IL · 61265

Phone

(309) 762-8838

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator