Original filing (PDF)20250909131128NAL0020256913001

KIM FRETTY ORTHODONTICS, PLLC

Name: KIM FRETTY ORTHODONTICS, PLLC — KIM FRETTY ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KIM FRETTY ORTHODONTICS, PLLC

Form 5500-SF

FILING_RECEIVED

KIM FRETTY ORTHODONTICS, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$660K

Net assets (EOY)

$660K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KIM FRETTY ORTHODONTICS, PLLC

EIN

82-5416499

Address

6989 HIGHLANDS LANE · TYLER, TX · 75703

Phone

(903) 561-7873

Industry