Original filing (PDF)20251008110909NAL0003222131001

A&R ORTHODONTICS

Name: A&R ORTHODONTICS — THE SMILE SHOPPE ORTHODONTIC SPECIALISTS 401(K), Form 5500 (2024)
Creator: A&R ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

THE SMILE SHOPPE ORTHODONTIC SPECIALISTS 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$415K

Net assets (EOY)

$415K

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 (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

A&R ORTHODONTICS

EIN

81-2776743all filings

Address

3402 E DEL MAR BLVD · STE 280 · LAREDO, TX · 78041

Phone

(956) 324-3125

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

KOLODY ORTHODONTICS

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$415K · 6 participants

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VANESSA HO, D.D.S., INC. 401K PLAN

$415K · 4 participants

DAVID M. ARRINGTON, DDS, PA

DAVID M. ARRINGTON, DDS, PA CASH BALANCE PLAN

$415K · 2 participants

PEZZELLA FAMILY DENTISTRY

PEZZELLA FAMILY DENTISTRY 401(K) PLAN

$415K · 7 participants

MAI ZAMAKHCHARI DMD, PLLC

MAI ZAMAKHCHARI, DMD, PLLC 401(K) PROFIT SHARING PLAN

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