Original filing (PDF)20250723095844NAL0001786387001

SHERMAN AND BRISCOE ORTHODONTICS PARTNERSHIP

Name: SHERMAN AND BRISCOE ORTHODONTICS PARTNERSHIP — EAST TEXAS ORTHODONTIC ASSOCIATES RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: SHERMAN AND BRISCOE ORTHODONTICS PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

EAST TEXAS ORTHODONTIC ASSOCIATES RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 SHERMAN AND BRISCOE ORTHODONTICS PARTNERSHIP.

Plan sponsor

Name

SHERMAN AND BRISCOE ORTHODONTICS PARTNERSHIP

EIN

82-0543565

Address

3006 HG MOSLEY PARKWAY · LONGVIEW, TX · 75605

Phone

(903) 753-2151

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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Service providers (Schedule C)

Small plans don't disclose service providers

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