Original filing (PDF)20250711112705NAL0006279153001

RACE ORTHODONTICS, S.C.

Name: RACE ORTHODONTICS, S.C. — RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: RACE ORTHODONTICS, S.C.

Form 5500-SF

FILING_RECEIVED

RACE ORTHODONTICS, S.C. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 W. 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

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-11

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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