How big is Westwalk Orthodontic Group's plan?

Westwalk Orthodontic Group's plan reported $837K in assets and 7 participants for 2025.

Original filing (PDF)20260312082147NAL0006489875001

Westwalk Orthodontic Group

Name: Westwalk Orthodontic Group — Westwalk Orthodontic, Form 5500 (2025)
Creator: Westwalk Orthodontic Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westwalk Orthodontic Group PC Profit Sharing Retirement Plan & Trust

401(k) retirement plan · Westwalk Orthodontic Group's Westwalk Orthodontic Group PC Profit Sharing Retirement Plan & Trust held $837K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

People on this filing

Stephen N Cagliostro signed Westwalk Orthodontic Group's 2025 Form 5500 as plan administrator.

Stephen N Cagliostro — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Westwalk Orthodontic Group's EIN is 82-1494204.

EIN 82-1494204

Plan number 004

Plan year 2025

ACK ID 20260312082147NAL0006489875001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westwalk Orthodontic Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westwalk Orthodontic Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTWALK ORTHODONTIC GROUP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WESTWALK ORTHODONTIC GROUP

EIN

all filings

Address

1799 POST ROAD EAST · WESTPORT, CT · 06880

Phone

(203) 226-9579

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator