J. Matthew Stacy, Jr., DDS, MDS 401(k) Profit Sharing Plan
401(k) retirement plan · Tristate Orthodontic Specialists, LLC's J. Matthew Stacy, Jr., DDS, MDS 401(k) Profit Sharing Plan held $2.6M in plan assets for 4 participants in 2024.
Signals · 1
High average account balance
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRISTATE ORTHODONTIC SPECIALISTS, LLC.
