How big is Marshall Orthodontics, P.C.'s plan?

Marshall Orthodontics, P.C.'s plan reported $1.9M in assets and 14 participants for 2024.

Original filing (PDF)20250501140828NAL0003285233001

Marshall Orthodontics, P.C.

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

Form 5500-SF

FILING_RECEIVED

Marshall Orthodontics, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Marshall Orthodontics, P.C.'s Marshall Orthodontics, P.C. 401(k) Profit Sharing Plan held $1.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Jamie Marshall signed Marshall Orthodontics, P.C.'s 2024 Form 5500 as plan administrator.

Jamie Marshall — 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

Marshall Orthodontics, P.C.'s EIN is 45-2768874.

EIN 45-2768874

Plan number 001

Plan year 2024

ACK ID 20250501140828NAL0003285233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marshall Orthodontics, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marshall Orthodontics, P.C.'s plan includes profit-sharing, 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 MARSHALL ORTHODONTICS, P.C..

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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