Original filing (PDF)20251009124915NAL0011488128001

MARTIN AND JACOBSON ORTHODONTIC ASSOCIATION, LLC

Name: MARTIN AND JACOBSON ORTHODONTIC ASSOCIATION, LLC — POA CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: MARTIN AND JACOBSON ORTHODONTIC ASSOCIATION, LLC

Form 5500-SF

FILING_RECEIVED

POA CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARTIN AND JACOBSON ORTHODONTIC ASSOCIATION, LLC.

Plan sponsor

Name

MARTIN AND JACOBSON ORTHODONTIC ASSOCIATION, LLC

EIN

61-1670610all filings

Address

7575 W. UNIVERSITY AVENUE, STE. E · GAINESVILLE, FL · 32607

Phone

—

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator