How big is West Orthodontics' plan?

West Orthodontics' plan reported $352K in assets and 5 participants for 2024.

Original filing (PDF)20250830100042NAL0011786817001

West Orthodontics

Name: West Orthodontics — West Orthodontics 401(k) Plan, Form 5500 (2024)
Creator: West Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Orthodontics 401(k) Plan

401(k) retirement plan · West Orthodontics' West Orthodontics 401(k) Plan held $352K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

People on this filing

Kristine West signed West Orthodontics' 2024 Form 5500 as plan administrator.

Kristine West — 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

West Orthodontics' EIN is 36-4829735.

EIN 36-4829735

Plan number 001

Plan year 2024

ACK ID 20250830100042NAL0011786817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

West Orthodontics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

WEST ORTHODONTICS

EIN

all filings

Address

13109 SCHAVEY ROAD, SUITE 1 · DEWITT, MI · 48820

Phone

(517) 507-3001

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator