Original filing (PDF)20251013131015NAL0000634851001

SWENSON FAMILY ORTHODONTICS, PLLC

Name: SWENSON FAMILY ORTHODONTICS, PLLC — SWENSON FAMILY ORTHODONTICS, PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SWENSON FAMILY ORTHODONTICS, PLLC

Form 5500-SF

FILING_RECEIVED

SWENSON FAMILY ORTHODONTICS, PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

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 (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

SWENSON FAMILY ORTHODONTICS, PLLC

EIN

84-3736878all filings

Address

3326 4TH ST., STE. 5 · LEWISTON, ID · 835014455

Phone

(208) 746-0479

Industry