Original filing (PDF)20250228044202NAL0000181443001

GRAFTON ORTHODONTICS SC

Name: GRAFTON ORTHODONTICS SC — GRAFTON ORTHODONTICS SC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GRAFTON ORTHODONTICS SC

Form 5500-SF

FILING_RECEIVED

GRAFTON ORTHODONTICS SC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$575K

Net assets (EOY)

$575K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAFTON ORTHODONTICS SC.

Plan sponsor

Name

GRAFTON ORTHODONTICS SC

EIN

47-1439039all filings

Address

1505 WISCONSIN AVE SUITE 130 · GRAFTON, WI · 53024

Phone

(262) 377-8950

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JOHN M. PISACANE D.M.D.

JOHN M. PISACANE, DMD 401(K) PLAN

$575K

HETTINGER FAMILY DENTAL

HETTINGER FAMILY DENTAL SAFE HARBOR 401(K) PROFIT SHARING PLAN

$575K · 6 participants

JUN TAE BAE DENTAL ASSOCIATES

BAE DENTAL ASSOCIATES 401(K) PLAN

$575K · 11 participants

MORDEHAI AHDUT DDS PC

MORDEHAI AHDUT DDS PC 401(K) PLAN

$575K · 14 participants

STOCKWELL FAMILY DENTISTRY, PC

STOCKWELL FAMILY DENTISTRY PC 401(K) PS PLAN

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