How big is Shelley Orthodontics' plan?

Shelley Orthodontics' plan reported $706K in assets and 6 participants for 2025.

Original filing (PDF)20260422110633NAL0001914499001

Shelley Orthodontics

Name: Shelley Orthodontics — Shelley Orthodontics 401(k), Form 5500 (2025)
Creator: Shelley Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelley Orthodontics 401(k) Plan

401(k) retirement plan · Shelley Orthodontics' Shelley Orthodontics 401(k) Plan held $706K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$706K

Net assets (EOY)

$706K

Plan identifiers

Shelley Orthodontics' EIN is 83-2591326.

EIN 83-2591326

Plan number 001

Plan year 2025

ACK ID 20260422110633NAL0001914499001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Shelley Orthodontics' 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 SHELLEY ORTHODONTICS.

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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

SHELLEY ORTHODONTICS

EIN

all filings

Address

1957 E. SAMFORD AVE. STE A · AUBURN, AL · 36830

Phone

(334) 521-0112

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator