How big is Defoe Orthodontics, LLC's plan?

Defoe Orthodontics, LLC's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250721104031NAL0000530307001

Defoe Orthodontics, LLC

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

Form 5500-SF

FILING_RECEIVED

Defoe Orthodontics, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Defoe Orthodontics, LLC's Defoe Orthodontics, LLC 401(k) Profit Sharing Plan and Trust held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jocelyn Defoe signed Defoe Orthodontics, LLC's 2024 Form 5500 as plan administrator.

Jocelyn Defoe — 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

Defoe Orthodontics, LLC's EIN is 46-4813941.

EIN 46-4813941

Plan number 001

Plan year 2024

ACK ID 20250721104031NAL0000530307001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Defoe Orthodontics, LLC'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 DEFOE ORTHODONTICS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

DEFOE ORTHODONTICS, LLC

EIN

all filings

Address

6110 FROST PL SUITE 160 · LAUREL, MD · 20707

Phone

(301) 776-3066

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator