Original filing (PDF)20251212111131NAL0008800656002

ORAL HEALTH ASSOCIATES SC

Name: ORAL HEALTH ASSOCIATES SC — ORAL HEALTH ASSOCIATES SC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ORAL HEALTH ASSOCIATES SC

Form 5500-SF

FILING_RECEIVED

ORAL HEALTH ASSOCIATES SC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORAL HEALTH ASSOCIATES SC.

Plan sponsor

Name

ORAL HEALTH ASSOCIATES SC

EIN

39-1391943

Address

5525 GREEN BAY ROAD · KENOSHA, WI · 53144

Phone

(262) 657-2060

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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STEPHEN J. LIPPITZ, D.D.S., LTD.