How big is ALAN R. Heller, DDS, MS, LLC's plan?

ALAN R. Heller, DDS, MS, LLC's plan reported $3.5M in assets and 3 participants for 2024.

Original filing (PDF)20250804145334NAL0001377875001

ALAN R. Heller, DDS, MS, LLC

Name: ALAN R. Heller, DDS, MS, LLC — Heller Orthodontics, Form 5500 (2024)
Creator: ALAN R. Heller, DDS, MS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heller Orthodontics Defined Benefit Pension Plan

Defined-benefit pension plan · ALAN R. Heller, DDS, MS, LLC's Heller Orthodontics Defined Benefit Pension Plan held $3.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

ALAN R. Heller, DDS, MS, LLC's EIN is 52-1838941.

EIN 52-1838941

Plan number 003

Plan year 2024

ACK ID 20250804145334NAL0001377875001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALAN R. Heller, DDS, MS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALAN R. Heller, DDS, MS, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN R. HELLER, DDS, MS, 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 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