How big is Zachary B. Truman DMD MS PC's plan?

Zachary B. Truman DMD MS PC's plan reported $1.4M in assets and 18 participants for 2024.

Original filing (PDF)20251012210727NAL0000684897001

Zachary B. Truman DMD MS PC

Name: Zachary B. Truman DMD MS PC — Truman Orthodontics, Form 5500 (2024)
Creator: Zachary B. Truman DMD MS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truman Orthodontics 401(k) Plan

401(k) retirement plan · Zachary B. Truman DMD MS PC's Truman Orthodontics 401(k) Plan held $1.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Zachary B. Truman DMD MS PC's EIN is 85-0488356.

EIN 85-0488356

Plan number 001

Plan year 2024

ACK ID 20251012210727NAL0000684897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zachary B. Truman DMD MS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zachary B. Truman DMD MS 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 ZACHARY B. TRUMAN DMD MS PC.

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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