Original filing (PDF)20241002095002NAL0014707984001

WERNER ORTHODONTICS, P.C.

Name: WERNER ORTHODONTICS, P.C. — WERNER ORTHODONTICS, P.C. 401(K) PLAN, Form 5500 (2023)
Creator: WERNER ORTHODONTICS, P.C.

Form 5500

FILING_RECEIVED

WERNER ORTHODONTICS, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

13 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WERNER ORTHODONTICS, P.C..

Plan sponsor

Name

WERNER ORTHODONTICS, P.C.

EIN

62-0969313

Address

6425 QUAIL HOLLOW ROAD · SUITE 201 · MEMPHIS, TN · 38120

Phone

(901) 767-5415

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

13 pooled funds· $322K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
VOYA STRATEGIC ALLOC MOD PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$177K	55.0%
VOYA GOV MAONEY MARKET PORT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$51K	15.7%
VOYA GROWTH AND INCOME PORT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$22K	6.7%
VOYA GLOBAL BOND PORT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$18K	5.5%
VOYA STRATEGIC ALLOC GRW PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$17K	5.2%
VOYA STRATEGIC ALLOC CNS PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$16K	4.8%
FIDELITY VIP CONTRAFUND PT1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$7K	2.0%
VY INVESCO EQTY & INC PT1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$5K	1.7%
VY TRWPR DIVR MDCP GR PT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$4K	1.2%
FIDELITY VIP EQTY-INC PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$4K	1.1%
VOYA BALANCED PORTFOLIO I VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$2K	0.6%
VOYA GLOB INSIGHTS PORT INIT VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$2K	0.5%
VOYA INDEX PLUS SMALLCAP PRT 1 VOYA LIFE INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001	Pooled Separate Account	$92	<0.1%

1–13 of 13

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