How big is Jolley Orthodontics PC's plan?

Jolley Orthodontics PC's plan reported $1.3M in assets and 14 participants for 2025.

Original filing (PDF)20260511145947NAL0007168864001

Jolley Orthodontics PC

Name: Jolley Orthodontics PC — Jolley Orthodontics PC 401, Form 5500 (2025)
Creator: Jolley Orthodontics PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jolley Orthodontics PC 401 K Profit Sharing Plan Trust

401(k) retirement plan · Jolley Orthodontics PC's Jolley Orthodontics PC 401 K Profit Sharing Plan Trust held $1.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Jolley Orthodontics PC's EIN is 45-1779467.

EIN 45-1779467

Plan number 001

Plan year 2025

ACK ID 20260511145947NAL0007168864001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jolley Orthodontics PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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