How big is Helena Orthodontics PLLC's plan?

Helena Orthodontics PLLC's plan reported $1.1M in assets and 17 participants for 2025.

Original filing (PDF)20260225162153NAL0003292817001

Helena Orthodontics PLLC

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

Form 5500-SF

FILING_RECEIVED

Helena Orthodontics Cash Balance Plan

Defined-benefit pension plan · Helena Orthodontics PLLC's Helena Orthodontics Cash Balance Plan held $1.1M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Helena Orthodontics PLLC's EIN is 85-4307111.

EIN 85-4307111

Plan number 002

Plan year 2025

ACK ID 20260225162153NAL0003292817001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score