How big is Helena Orthodontics PLLC's plan?

Helena Orthodontics PLLC's plan reported $5.1M in assets and 19 participants for 2025.

Original filing (PDF)20260225162520NAL0006284402001

Helena Orthodontics PLLC

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

Form 5500-SF

FILING_RECEIVED

Helena Orthodontics Profit Sharing Plan

401(k) retirement plan · Helena Orthodontics PLLC's Helena Orthodontics Profit Sharing Plan held $5.1M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

Helena Orthodontics PLLC's EIN is 85-4307111.

EIN 85-4307111

Plan number 001

Plan year 2025

ACK ID 20260225162520NAL0006284402001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Helena Orthodontics PLLC'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 HELENA ORTHODONTICS PLLC.

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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