How big is Sherman and Briscoe Orthodontics Partnership's plan?

Sherman and Briscoe Orthodontics Partnership's plan reported $6.0M in assets and 25 participants for 2025.

Original filing (PDF)20260521155505NAL0001830723001

Sherman and Briscoe Orthodontics Partnership

Name: Sherman and Briscoe Orthodontics Partnership — Form 5500 Plan 001 (2025)
Creator: Sherman and Briscoe Orthodontics Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

East Texas Orthodontic Associates Retirement Plan & Trust

401(k) retirement plan · Sherman and Briscoe Orthodontics Partnership's East Texas Orthodontic Associates Retirement Plan & Trust held $6.0M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Sherman and Briscoe Orthodontics Partnership's EIN is 82-0543565.

EIN 82-0543565

Plan number 001

Plan year 2025

ACK ID 20260521155505NAL0001830723001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sherman and Briscoe Orthodontics Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sherman and Briscoe Orthodontics Partnership's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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