How big is Wertz Orthodontics, LLC's plan?

Wertz Orthodontics, LLC's plan reported $1.3M in assets and 15 participants for 2025.

Original filing (PDF)20260507054435NAL0002480321001

Wertz Orthodontics, LLC

Name: Wertz Orthodontics, LLC — Wertz Orthodontics, LLC, Form 5500 (2025)
Creator: Wertz Orthodontics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wertz Orthodontics, LLC 401(k) Plan

401(k) retirement plan · Wertz Orthodontics, LLC's Wertz Orthodontics, LLC 401(k) Plan held $1.3M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Robert Wertz signed Wertz Orthodontics, LLC's 2025 Form 5500 as plan administrator.

Robert Wertz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wertz Orthodontics, LLC's EIN is 61-1632134.

EIN 61-1632134

Plan number 003

Plan year 2025

ACK ID 20260507054435NAL0002480321001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wertz Orthodontics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wertz Orthodontics, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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