Original filing (PDF)20251011202355NAL0009107409001

PATTERSON ORTHODONTICS, LLC

Name: PATTERSON ORTHODONTICS, LLC — PATTERSON ORTHODONTICS RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: PATTERSON ORTHODONTICS, LLC

Form 5500-SF

FILING_RECEIVED

PATTERSON ORTHODONTICS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$385K

Net assets (EOY)

$385K

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).

Decision-maker contacts

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

Plan sponsor

Name

PATTERSON ORTHODONTICS, LLC

EIN

83-2880804all filings

Address

6 COOL ST. · WATERVILLE, ME · 04901

Phone

(207) 873-7425

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