Original filing (PDF)20250908083506NAL0019152513001

AMERICAN ASSOCIATION OF ORTHODONTISTS

Name: AMERICAN ASSOCIATION OF ORTHODONTISTS — AMERICAN ASSOCIATION OF ORTHODONTISTS 401(K) PLAN, Form 5500 (2024)
Creator: AMERICAN ASSOCIATION OF ORTHODONTISTS

Form 5500

FILING_RECEIVED

AMERICAN ASSOCIATION OF ORTHODONTISTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 AMERICAN ASSOCIATION OF ORTHODONTISTS.

Plan sponsor

Name

AMERICAN ASSOCIATION OF ORTHODONTISTS

EIN

43-0763598

Address

401 N. LINDBERGH BLVD · ST. LOUIS, MO · 63141

Phone

(314) 993-1700

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $7K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	$4K	53.7%
IR - M CORE BOND CIT GLOBAL TRUST COMPANY/ HARDING LOEVN · EIN 37-6567224 / PN 001	Common Collective Trust	$3K	46.3%

1–2 of 2

Related plans

Similar-size Other Services (ex. Public Admin) plans

CATALOGUE FOR PHILANTHROPY INC,

CATALOGUE FOR PHILANTHROPY GRE

RESPOND, INC.

RESPOND, INC. (DAY CARE) PROFIT SHARING PLAN

DELAWARE COUNTY ARC

DELAWARE COUNTY ARC 401(K) PROFIT SHARING PLAN & TRUST

LAKE AREA UNITED WAY, INC.

403(B) THRIFT PLAN OF LAKE AREA UNITED WAY, INC.

CHILDRENS HUNGER ALLIANCE

CHILDRENS HUNGER ALLIANCE MEDOVA LIFESTYLE HEALTH PLAN