Original filing (PDF)20250825131528NAL0007886273001

WAIT ORTHODONTICS SPECIALISTS, P.L.L.C.

Name: WAIT ORTHODONTICS SPECIALISTS, P.L.L.C. — WAIT ORTHODONTICS SPECIALISTS P. L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: WAIT ORTHODONTICS SPECIALISTS, P.L.L.C.

Form 5500-SF

FILING_RECEIVED

WAIT ORTHODONTICS SPECIALISTS P. L. L. C. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAIT ORTHODONTICS SPECIALISTS, P.L.L.C..

Plan sponsor

Name

WAIT ORTHODONTICS SPECIALISTS, P.L.L.C.

EIN

47-3877543

Address

10629 NORTH 71ST PLACE · SCOTTSDALE, AZ · 85254

Phone

(480) 998-1188

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

2025-08-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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