How big is Overby Orthodontics LLC's plan?

Overby Orthodontics LLC's plan reported $3.4M in assets and 10 participants for 2024.

Original filing (PDF)20250529115018NAL0020484178001

Overby Orthodontics LLC

Name: Overby Orthodontics LLC — Overby Orthodontics LLC, Form 5500 (2024)
Creator: Overby Orthodontics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Overby Orthodontics LLC 401(k) Plan

401(k) retirement plan · Overby Orthodontics LLC's Overby Orthodontics LLC 401(k) Plan held $3.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Taylor Bliese signed Overby Orthodontics LLC's 2024 Form 5500 as plan administrator.

Taylor Bliese — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Overby Orthodontics LLC's EIN is 41-2009076.

EIN 41-2009076

Plan number 001

Plan year 2024

ACK ID 20250529115018NAL0020484178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Overby Orthodontics LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Overby Orthodontics LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OVERBY ORTHODONTICS LLC.

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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