How big is Wertz Orthodontics, LLC's plan?

Wertz Orthodontics, LLC's plan reported $153K in assets and 14 participants for 2024.

Original filing (PDF)20250623160456NAL0003829011001

Wertz Orthodontics, LLC

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

Form 5500-SF

FILING_RECEIVED

Wertz Orthodontics, LLC Cash Balance Plan

Defined-benefit pension plan · Wertz Orthodontics, LLC's Wertz Orthodontics, LLC Cash Balance Plan held $153K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

Plan identifiers

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

EIN 61-1632134

Plan number 005

Plan year 2024

ACK ID 20250623160456NAL0003829011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wertz Orthodontics, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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