# Valeri Orthodontics Sc 401(k) Plan
Source: https://planprovider.pro/companies/valeri-orthodontics-sc-plan

> Valeri Orthodontics Sc's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valeri Orthodontics Sc

- **Sponsor EIN:** 463434275

- **Sponsor Address:** 5525 GREEN BAY ROAD, KENOSHA, WI, 53144

- **Plan Type:** 401(k)

- **Total Participants:** 12

- **Total Assets:** $463,906

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|12|$463,906|$17,258|$30,308|

| 2023|8|$334,706|$10,257|$28,419|

| 2022|6|$232,041|$9,512|$47,109|

## Similar Plans

- [Creating Beautiful Smiles Sc](https://planprovider.pro/companies/creating-beautiful-smiles-sc-plan) — 12 participants

- [Timothy D.Tishler Dds Ltd](https://planprovider.pro/companies/timothy-d-tishler-dds-ltd-401k-plan) — 11 participants

- [Eau Claire Family Dental, S.C.](https://planprovider.pro/companies/eau-claire-family-dental-s-c-plan) — 11 participants

- [Cumberland Family Dental, S.C.](https://planprovider.pro/companies/cumberland-family-dental-s-c-plan) — 11 participants

- [Fountain View Dentistry, S.C.](https://planprovider.pro/companies/fountain-view-dentistry-s-c-plan) — 10 participants

- [Jerry E Cooper Dds Sc](https://planprovider.pro/companies/jerry-e-cooper-dds-sc-plan) — 10 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valeri-orthodontics-sc-plan)

© 2026 PlanProvider.Pro