Original filing (PDF)20240819175907NAL0001142131001

KITTLESON ORTHODONTICS, S.C.

Name: KITTLESON ORTHODONTICS, S.C. — KITTLESON ORTHODONTICS, S.C. RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: KITTLESON ORTHODONTICS, S.C.

Form 5500-SF

FILING_RECEIVED

KITTLESON ORTHODONTICS, S.C. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 KITTLESON ORTHODONTICS, S.C..

Plan sponsor

Name

KITTLESON ORTHODONTICS, S.C.

EIN

39-1139327

Address

10521 NORTH PORT WASHINTON ROA · MEQUON, WI · 53092

Phone

(262) 241-3141

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2024-08-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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