Original filing (PDF)20251003082512NAL0002916882001

RJ ORTHODONTICS, PC

Name: RJ ORTHODONTICS, PC — RJ ORTHODONTICS CASH BALANCE PLAN, Form 5500 (2024)
Creator: RJ ORTHODONTICS, PC

Form 5500-SF

FILING_RECEIVED

RJ ORTHODONTICS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$365K

Net assets (EOY)

$365K

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 RJ ORTHODONTICS, PC.

Plan sponsor

Name

RJ ORTHODONTICS, PC

EIN

46-1890243all filings

Address

6911 N. FM 620, SUITE A-200 · AUSTIN, TX · 78732

Phone

(512) 363-5792

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

CHRISTOPHER HAVLIK, DMD DBA SULLIVAN DENTAL CLINIC

CHRISTOPHER HAVLIK, DMD 401(K) PLAN

$365K · 11 participants

M. THEERATHADA DENTAL CORPORATION

M. THEERATHADA DENTAL CORPORATION 401(K) PLAN

$365K · 5 participants

MIGUEL MORALES DDS, PLLC

MIGUEL MORALES DDS 401(K) PLAN

$365K · 3 participants

GEORGE JUDE BARES PEDIATRICS

GEORGE JUDE BARES PEDIATRICS 401(K) PLAN

$365K · 5 participants

MADISON PROSTHODONTICS AESTHETIC AND RECONSTRUCTIVE DENTISTRY, LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.