How big is West Temple Orthodontics, PLLC's plan?

West Temple Orthodontics, PLLC's plan reported $503K in assets and 9 participants for 2024.

Original filing (PDF)20250826085051NAL0014880992001

West Temple Orthodontics, PLLC

Name: West Temple Orthodontics, PLLC — West Temple, Form 5500 (2024)
Creator: West Temple Orthodontics, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

West Temple Orthodontics 401(k) Plan

401(k) retirement plan · West Temple Orthodontics, PLLC's West Temple Orthodontics 401(k) Plan held $503K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$503K

Net assets (EOY)

$503K

People on this filing

Lucas CALI signed West Temple Orthodontics, PLLC's 2024 Form 5500 as plan administrator.

Lucas CALI — 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

West Temple Orthodontics, PLLC's EIN is 45-5514244.

EIN 45-5514244

Plan number 001

Plan year 2024

ACK ID 20250826085051NAL0014880992001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for West Temple Orthodontics, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

West Temple Orthodontics, PLLC'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 WEST TEMPLE ORTHODONTICS, PLLC.

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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