How big is James West Orthodontics LLC's plan?

James West Orthodontics LLC's plan reported $2.8M in assets and 8 participants for 2024.

Original filing (PDF)20250522144538NAL0002801329001

James West Orthodontics LLC

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

Form 5500-SF

FILING_RECEIVED

James West Orthodontics LLC 401(k) Plan

401(k) retirement plan · James West Orthodontics LLC's James West Orthodontics LLC 401(k) Plan held $2.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

James West Orthodontics LLC's EIN is 47-4834642.

EIN 47-4834642

Plan number 001

Plan year 2024

ACK ID 20250522144538NAL0002801329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James West 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 JAMES WEST 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