How big is Phillis Orthodontics PC's plan?

Phillis Orthodontics PC's plan reported $42K in assets and 5 participants for 2025.

Original filing (PDF)20260424084204NAL0008889792001

Phillis Orthodontics PC

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

Form 5500-SF

FILING_RECEIVED

Phillis Orthodontics PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Phillis Orthodontics PC's Phillis Orthodontics PC 401(k) Profit Sharing Plan & Trust held $42K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan identifiers

Phillis Orthodontics PC's EIN is 83-3954676.

EIN 83-3954676

Plan number 001

Plan year 2025

ACK ID 20260424084204NAL0008889792001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Phillis Orthodontics PC's 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 PHILLIS ORTHODONTICS PC.

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Plan health score

Above-average plan

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