Original filing (PDF)20250702091033NAL0019491072001

RACE ORTHODONTICS, S.C.

Name: RACE ORTHODONTICS, S.C. — RACE ORTHODONTICS EMPLOYEES' RETIREMENT INCOME PLAN, Form 5500 (2023)
Creator: RACE ORTHODONTICS, S.C.

Form 5500-SF

FILING_RECEIVED

RACE ORTHODONTICS EMPLOYEES' RETIREMENT INCOME PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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 RACE ORTHODONTICS, S.C..

Plan sponsor

Name

RACE ORTHODONTICS, S.C.

EIN

39-1355693

Address

12720 WEST NORTH AVENUE · BROOKFIELD, WI · 53005

Phone

(262) 784-6700

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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