Original filing (PDF)20250624142404NAL0006938993001

CAROLINA DENTAL MANAGEMENT, INC.

Name: CAROLINA DENTAL MANAGEMENT, INC. — CAROLINA DENTAL MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: CAROLINA DENTAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

CAROLINA DENTAL MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

102

Accounts w/ balance

115

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade B

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROLINA DENTAL MANAGEMENT, INC..

Plan sponsor

Name

CAROLINA DENTAL MANAGEMENT, INC.

EIN

04-3785302

Address

PO BOX 7634 · ROCKY MOUNT, NC · 27804

Phone

(252) 443-5950

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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DAVID FARNSWORTH ORTHODONTICS, P.C.