Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

CHARLOTTE ADVANCED ORTHODONTICS, P.A. 401(k) Plan

What public Form 5500 filings show about the CHARLOTTE ADVANCED ORTHODONTICS, P.A. 401(k) plan — and how to find and check your own account.

Plan assets
$294K
Participants
8
Plans on file
1

The CHARLOTTE ADVANCED ORTHODONTICS, P.A. 401(k) on its latest Form 5500

CHARLOTTE ADVANCED ORTHODONTICS, P.A. (EIN 47-4340058) reports CHARLOTTE ADVANCED ORTHODONTICS 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $294K in plan assets across 8 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 CHARLOTTE ADVANCED ORTHODONTICS, P.A. filing — schedules, fees, and providers.

Who runs the CHARLOTTE ADVANCED ORTHODONTICS, P.A. 401(k)?

CHARLOTTE ADVANCED ORTHODONTICS, P.A.’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 CHARLOTTE ADVANCED ORTHODONTICS, P.A.HR for the recordkeeper’s name and login.

How to check your CHARLOTTE ADVANCED ORTHODONTICS, P.A. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CHARLOTTE ADVANCED ORTHODONTICS, P.A. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: CHARLOTTE ADVANCED ORTHODONTICS, P.A. — all Form 5500 filings (EIN 47-4340058) · Florida employer EIN lookup · Form 5500 search
CHARLOTTE ADVANCED ORTHODONTICS, P.A. 401(k) Plan — Form 5500