ORTHODONTIC ASSOCIATES OF GREELEY, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score
91
/ 100
Grade A
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
68
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTHODONTIC ASSOCIATES OF GREELEY, P.C..
Plan sponsor
Name
ORTHODONTIC ASSOCIATES OF GREELEY, P.C.
EIN
84-0685195
Address
3400 WEST 16TH ST., BLDG. 4-V · GREELEY, CO · 80634
Phone
(970) 356-5900
Industry
Offices of Dentists· Health Care & Social Assistancesee all
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
2025-05-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
