How big is Cogan and George Orthodontics LLC's plan?

Cogan and George Orthodontics LLC's plan reported $2.8M in assets and 17 participants for 2024.

Original filing (PDF)20250529072039NAL0007137441001

Cogan and George Orthodontics LLC

Name: Cogan and George Orthodontics LLC — Cogan and George, Form 5500 (2024)
Creator: Cogan and George Orthodontics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cogan and George Orthodontics LLC 401(k) Plan

401(k) retirement plan · Cogan and George Orthodontics LLC's Cogan and George Orthodontics LLC 401(k) Plan held $2.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Cogan and George Orthodontics LLC's EIN is 54-2148445.

EIN 54-2148445

Plan number 001

Plan year 2024

ACK ID 20250529072039NAL0007137441001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cogan and George Orthodontics LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COGAN AND GEORGE 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