Original filing (PDF)20250624113214NAL0004044083001

WALDE FIRTH ORTHODONTIC SPECIALISTS, LLP

Name: WALDE FIRTH ORTHODONTIC SPECIALISTS, LLP — WALDE FIRTH ORTHODONTIC SPECIALISTS, LLP 401K PLAN, Form 5500 (2024)
Creator: WALDE FIRTH ORTHODONTIC SPECIALISTS, LLP

Form 5500-SF

FILING_RECEIVED

WALDE FIRTH ORTHODONTIC SPECIALISTS, LLP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 WALDE FIRTH ORTHODONTIC SPECIALISTS, LLP.

Plan sponsor

Name

WALDE FIRTH ORTHODONTIC SPECIALISTS, LLP

EIN

47-5100393

Address

1507 HERITAGE HILLS DR. · WASHINGTON, MO · 63090

Phone

(636) 239-5151

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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