Original filing (PDF)20250729092646NAL0001203651001

THE ORTHODONTIST, PC

Name: THE ORTHODONTIST, PC — THE ORTHODONTIST, PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE ORTHODONTIST, PC

Form 5500-SF

FILING_RECEIVED

THE ORTHODONTIST, PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 THE ORTHODONTIST, PC.

Plan sponsor

Name

THE ORTHODONTIST, PC

EIN

45-4059209

Address

312 MILLS AVENUE · GREENVILLE, SC · 29605

Phone

(864) 271-3710

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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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VENNERI DENTAL GROUP, P.C. 401(K) PROFIT SHARING PLAN

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CENTERPOINTE DENTAL GROUP, P.A.

CENTERPOINTE DENTAL GROUP, P.A. 401(K) PROFIT SHARING PLAN

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PORTSMOUTH PEDIATRIC DENTISTRY, P.C.

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$4.1M · 16 participants

WILLIAM B. BLOCHER, DDS, PC