How big is Evolve Orthodontics, PLLC's plan?

Evolve Orthodontics, PLLC's plan reported $603K in assets and 6 participants for 2025.

Original filing (PDF)20260514212835NAL0017179378001

Evolve Orthodontics, PLLC

Name: Evolve Orthodontics, PLLC — Evolve Orthodontics, Form 5500 (2025)
Creator: Evolve Orthodontics, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Evolve Orthodontics 401(k) Plan

401(k) retirement plan · Evolve Orthodontics, PLLC's Evolve Orthodontics 401(k) Plan held $603K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$603K

Net assets (EOY)

$603K

People on this filing

Megan Petri signed Evolve Orthodontics, PLLC's 2025 Form 5500 as plan administrator.

Megan Petri — 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

Evolve Orthodontics, PLLC's EIN is 82-3781289.

EIN 82-3781289

Plan number 001

Plan year 2025

ACK ID 20260514212835NAL0017179378001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Evolve Orthodontics, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Evolve Orthodontics, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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