Original filing (PDF)20250903184757NAL0026451168001

CONSOLIDATED ORTHODONTIC SERVICES, LLC

Name: CONSOLIDATED ORTHODONTIC SERVICES, LLC — CLAUSS ORTHODONTICS CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: CONSOLIDATED ORTHODONTIC SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

CLAUSS ORTHODONTICS CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONSOLIDATED ORTHODONTIC SERVICES, LLC.

Plan sponsor

Name

CONSOLIDATED ORTHODONTIC SERVICES, LLC

EIN

47-5453847all filings

Address

51 DEPOT ST. · SUITE 505 · WATERTOWN, CT · 06795

Phone

(860) 274-6625

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator