How big is Truman and Dougherty Orthodontics' plan?

Truman and Dougherty Orthodontics' plan reported $1.6M in assets and 36 participants for 2024.

Original filing (PDF)20250731151626NAL0007317792001

Truman and Dougherty Orthodontics

Name: Truman and Dougherty Orthodontics — Truman and, Form 5500 (2024)
Creator: Truman and Dougherty Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truman and Dougherty Orthodontics 401(k) Profit Sharing Plan

401(k) retirement plan · Truman and Dougherty Orthodontics' Truman and Dougherty Orthodontics 401(k) Profit Sharing Plan held $1.6M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Truman and Dougherty Orthodontics' EIN is 93-4304135.

EIN 93-4304135

Plan number 001

Plan year 2024

ACK ID 20250731151626NAL0007317792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Truman and Dougherty Orthodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Truman and Dougherty Orthodontics' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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