Original filing (PDF)20250603173610NAL0007782899001

BROOKHAVEN ORTHODONTICS, LLC

Name: BROOKHAVEN ORTHODONTICS, LLC — BROOKHAVEN ORTHODONTICS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BROOKHAVEN ORTHODONTICS, LLC

Form 5500-SF

FILING_RECEIVED

BROOKHAVEN ORTHODONTICS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 BROOKHAVEN ORTHODONTICS, LLC.

Plan sponsor

Name

BROOKHAVEN ORTHODONTICS, LLC

EIN

45-2588127

Address

804 TOWN BLVD, SUITE A2000 · ATLANTA, GA · 30319

Phone

(404) 343-0677

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

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Dentists plans

GEORGE P. MOUTEVELIS, DMD

GEORGE P. MOUTEVELIS, DMD 401(K) PLAN

$1.6M · 5 participants

EDWARDS AND GONZALEZ DDS, PLLC

BIG SMILES RANCH RETIREMENT PLAN & TRUST

$1.6M · 11 participants

WAYNE S. MYLES, DDS, PC

WAYNE S. MYLES, DDS, PC PROFIT SHARING PLAN

$1.6M · 6 participants

THOMAS M. BODNAR, D.D.S., M.S., INC

THOMAS M. BODNAR, D.D.S., M.S., INC CASH BALANCE PENSION PLAN

$1.6M · 12 participants

CINDY KIRBY, D.D.S.

CINDY KIRBY DDS PROFIT SHARING PLAN AND TRUST