Original filing (PDF)20250613162758NAL0028910304001

ISON NOLL ORTHODONTICS LLC

Name: ISON NOLL ORTHODONTICS LLC — DRS. ISON & NOLL ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: ISON NOLL ORTHODONTICS LLC

Form 5500-SF

FILING_RECEIVED

DRS. ISON & NOLL ORTHODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISON NOLL ORTHODONTICS LLC.

Plan sponsor

Name

ISON NOLL ORTHODONTICS LLC

EIN

36-4893677

Address

4845 RIALTO RD. SUITE A · WEST CHESTER TOWNSHIP, OH · 45069

Phone

(513) 772-6500

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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