How big is Poole Orthodontics, P.C.'s plan?

Poole Orthodontics, P.C.'s plan reported $1.3M in assets and 12 participants for 2024.

Original filing (PDF)20250505120837NAL0007857473001

Poole Orthodontics, P.C.

Name: Poole Orthodontics, P.C. — Poole Orthodontics, P.C., Form 5500 (2024)
Creator: Poole Orthodontics, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poole Orthodontics, P.C. 401(k) Plan

401(k) retirement plan · Poole Orthodontics, P.C.'s Poole Orthodontics, P.C. 401(k) Plan held $1.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Morris Poole signed Poole Orthodontics, P.C.'s 2024 Form 5500 as plan administrator.

Morris Poole — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Poole Orthodontics, P.C.'s EIN is 87-4196104.

EIN 87-4196104

Plan number 003

Plan year 2024

ACK ID 20250505120837NAL0007857473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Poole Orthodontics, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Poole Orthodontics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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