· 2022–2024 · DOL EFAST2

Burke and Beckstrom Orthondontics — Burke and, Form 5500 (2024)

Original filing (PDF)20250707102412NAL0008746418001

Burke and Beckstrom Orthondontics

Form 5500-SF

FILING_RECEIVED

Burke and Beckstrom Orthondontics 401(k)

401(k) retirement plan · Burke and Beckstrom Orthondontics' Burke and Beckstrom Orthondontics 401(k) held $377K in plan assets for 35 participants in 2024.

Active participants

35

Accounts w/ balance

14

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

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

47

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURKE AND BECKSTROM ORTHONDONTICS.

Plan sponsor

Name

BURKE AND BECKSTROM ORTHONDONTICS

EIN

83-2717312all filings

Address

446 S. MALL DRIVE SUITE 100 · ST. GEORGE, UT · 84790

Phone

(435) 673-3334

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-07-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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