What public Form 5500 filings show about the Carroll and Sutton Orthodontics, LLC 401(k) plan — and how to find and check your own account.
Carroll and Sutton Orthodontics, LLC (EIN 20-8640677) reports CARROLL AND SUTTON ORTHODONTICS, LLC RETIREMENT PLAN on its most recent Form 5500, with $107K in plan assets across 9 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Carroll and Sutton Orthodontics, LLC filing — schedules, fees, and providers.
Carroll and Sutton Orthodontics, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Carroll and Sutton Orthodontics, LLCHR for the recordkeeper’s name and login.