How big is Trinity Orthodontics PC's plan?

Trinity Orthodontics PC's plan reported $87K in assets and 25 participants for 2024.

Original filing (PDF)20250721111903NAL0000545427001

Trinity Orthodontics PC

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

Form 5500-SF

FILING_RECEIVED

Trinity Orthodontics

401(k) retirement plan · Trinity Orthodontics PC's Trinity Orthodontics held $87K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

Shirley Horner signed Trinity Orthodontics PC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Trinity Orthodontics PC's EIN is 65-1265266.

EIN 65-1265266

Plan number 001

Plan year 2024

ACK ID 20250721111903NAL0000545427001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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