Original filing (PDF)20251011143120NAL0008975569001

SCHIMMEL ORTHODONTICS PC

Name: SCHIMMEL ORTHODONTICS PC — SCHIMMEL ORTHODONTICS PC - 401(K) PLAN, Form 5500 (2024)
Creator: SCHIMMEL ORTHODONTICS PC

Form 5500-SF

FILING_RECEIVED

SCHIMMEL ORTHODONTICS PC - 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SCHIMMEL ORTHODONTICS PC

EIN

81-1751122all filings

Address

3265 JOHNSON AVE · BRONX, NY · 10463

Phone

(718) 548-4768

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

FRANK P. SHANNON DDS ASSOCIATES, PC

FRANK P. SHANNON DDS ASSOCIATES, PC 401(K) PLAN

$118K · 8 participants

HIGHLAND DENTAL CENTER, P.C.

HIGHLAND DENTAL CENTER, P.C. PROFIT SHARING PLAN

$118K · 5 participants

ALEX HAMILTON, DDS, P.A.

HAMILTON FAMILY DENTISTRY RETIREMENT PLAN & TRUST

$118K · 6 participants

LINCOLN CITY FAMILY DENTAL, LLC

LINCOLN CITY FAMILY DENTAL, LLC 401(K) PLAN

$118K · 11 participants

ANKIT VASA DDS CORPORATION

ANKIT VASA DDS CORPORATION DEFINED BENEFIT PLAN & TRUST

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.