Original filing (PDF)20251014130646NAL0001428147001

CHARLES F. ORTH, D.D.S., P.A.

Name: CHARLES F. ORTH, D.D.S., P.A. — CHARLES F. ORTH, D.D.S., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES F. ORTH, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

CHARLES F. ORTH, D.D.S., P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score

/ 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 CHARLES F. ORTH, D.D.S., P.A..

Plan sponsor

Name

CHARLES F. ORTH, D.D.S., P.A.

EIN

75-2206912

Address

12200 PARK CENTRAL DR · SUITE 260 · DALLAS, TX · 75251

Phone

(972) 991-9891

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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