How big is WE Create Smiles, LLC's plan?

WE Create Smiles, LLC's plan reported $837K in assets and 2 participants for 2022.

Original filing (PDF)20230928062835NAL0011775889001

WE Create Smiles, LLC

Name: WE Create Smiles, LLC — WE Create Smiles, LLC 401(k), Form 5500 (2022)
Creator: WE Create Smiles, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WE Create Smiles, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · WE Create Smiles, LLC's WE Create Smiles, LLC 401(k) Profit Sharing Plan held $837K in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

People on this filing

Kelly M. Carta signed WE Create Smiles, LLC's 2022 Form 5500 as plan administrator.

Kelly M. Carta — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WE Create Smiles, LLC's EIN is 06-1309383.

EIN 06-1309383

Plan number 001

Plan year 2022

ACK ID 20230928062835NAL0011775889001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for WE Create Smiles, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

WE Create Smiles, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WE CREATE SMILES, LLC.

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Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WE CREATE SMILES, LLC

EIN

all filings

Address

141 DURHAM ROAD, SUITE 20 · MADISON, CT · 06443

Phone

(203) 245-9607

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator