Original filing (PDF)20251009145654NAL0006764257001

ST. CLAIR & MASSEY ORTHODONTIC PARTNERSHIP

Name: ST. CLAIR & MASSEY ORTHODONTIC PARTNERSHIP — ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: ST. CLAIR & MASSEY ORTHODONTIC PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

ST. CLAIR, ST. CLAIR & MASSEY ORTHODONTIC RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. CLAIR & MASSEY ORTHODONTIC PARTNERSHIP.

Plan sponsor

Name

ST. CLAIR & MASSEY ORTHODONTIC PARTNERSHIP

EIN

75-2868102

Address

5203 79TH STREET, SUITE H · LUBBOCK, TX · 79424

Phone

(806) 799-6780

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

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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