How big is Bates Orthodontics' plan?

Bates Orthodontics' plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250813131917NAL0008174563001

Bates Orthodontics

Name: Bates Orthodontics — Bates Orthodontics 401(k) Plan, Form 5500 (2024)
Creator: Bates Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bates Orthodontics 401(k) Plan

401(k) retirement plan · Bates Orthodontics' Bates Orthodontics 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Bates Orthodontics' EIN is 56-2600686.

EIN 56-2600686

Plan number 001

Plan year 2024

ACK ID 20250813131917NAL0008174563001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bates Orthodontics' 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 BATES ORTHODONTICS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BATES ORTHODONTICS

EIN

all filings

Address

2701 UNIVERSITY AVENUE SE, SUITE 10 · MINNEAPOLIS, MN · 554143231

Phone

(651) 343-9182

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator