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Original filing (PDF)20251011041006NAL0019363970001
SCHULER & MCSHANE ORTHODONTIC PARTNERSHIP
Form 5500-SF
FILING_RECEIVED
ORTHODONTICS LTD. DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Defined-benefit pension plan
Active participants
26
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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 SCHULER & MCSHANE ORTHODONTIC PARTNERSHIP.
Plan sponsor
Name
SCHULER & MCSHANE ORTHODONTIC PARTNERSHIP
EIN
46-5021862
Address
2425 W. CORNERSTONE CT., SUITE A · PEORIA, IL · 61614
Phone
(309) 692-3000
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
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
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