Original filing (PDF)20250903130214NAL0015409361001

PAI ORTHODONTICS PLLC D/B/A/ PUTNAM ORTHODONTICS

Name: PAI ORTHODONTICS PLLC D/B/A/ PUTNAM ORTHODONTICS — PAI ORTHODONTICS PLLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: PAI ORTHODONTICS PLLC D/B/A/ PUTNAM ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

PAI ORTHODONTICS PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$888K

Net assets (EOY)

$888K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAI ORTHODONTICS PLLC D/B/A/ PUTNAM ORTHODONTICS.

Plan sponsor

Name

PAI ORTHODONTICS PLLC D/B/A/ PUTNAM ORTHODONTICS

EIN

45-4242361all filings

Address

667 STONELEIGH AVE. STE 207 · CARMEL, NY · 10512

Phone

(845) 459-8500

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator