Back to filter
Original filing (PDF)20251014164228NAL0003432785003
ALIGN ORTHODONTICS LLC
Form 5500-SF
FILING_RECEIVED
ALIGN ORTHODONTICS LLC DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALIGN ORTHODONTICS LLC.
Plan sponsor
Name
ALIGN ORTHODONTICS LLC
EIN
46-2827345
Address
909 HANCOCK ST · QUINCY, MA · 02170
Phone
(508) 361-9589
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
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
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 providersRelated plans
Similar-size Offices of Dentists plans
WILLIAM A. BILODEAU, DMD, P.A.
WILLIAM A. BILODEAU, DMD, P.A. 401(K) PROFIT SHARING PLAN
$1.7M
TOTS TO TEENS PEDIATRIC DENTISTRY, P.C.
T2T RETIREMENT PLAN & TRUST
$1.7M · 78 participants
BRIAN D. SMITH, D.D.S, M.S., P.A.
BRIAN D. SMITH, D.D.S., M.S., P.A. 401(K) PROFIT SHARING PLAN
$1.7M · 8 participants
CRAIG CHLEBICKI DDS & CHRISTOPHER CHARLES DDS
BRENTCOURT DENTAL 401(K) PLAN
$1.7M · 17 participants
INTEGRATED PERIODONTICS & DENTAL IMPLANTS, PC
INTEGRATED PERIODONTICS & DENTAL IMPLANTS, P.C. 401(K) PROFIT SHARING PLAN
$1.7M · 29 participants
NEW ENGLAND DENTAL CENTER, P.C.
NEW ENGLAND DENTAL CENTER, P.C. 401(K) PLAN AND TRUST
$1.7M · 20 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B