How big is Coleman Orthodontics, P.C.'s plan?

Coleman Orthodontics, P.C.'s plan reported $2.5M in assets and 21 participants for 2024.

Original filing (PDF)20251015142241NAL0002562707001

Coleman Orthodontics, P.C.

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

Form 5500-SF

FILING_RECEIVED

Coleman Orthodontics Retirement Trust

401(k) retirement plan · Coleman Orthodontics, P.C.'s Coleman Orthodontics Retirement Trust held $2.5M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Coleman Orthodontics, P.C.'s EIN is 73-1650637.

EIN 73-1650637

Plan number 001

Plan year 2024

ACK ID 20251015142241NAL0002562707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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