How big is Campbell Orthodontics' plan?

Campbell Orthodontics' plan reported $2.6M in assets and 7 participants for 2024.

Original filing (PDF)20250725132127NAL0008811696001

Campbell Orthodontics

Name: Campbell Orthodontics — Campbell Orthodontics 401(k), Form 5500 (2024)
Creator: Campbell Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Campbell Orthodontics 401(k) P/S Plan

401(k) retirement plan · Campbell Orthodontics' Campbell Orthodontics 401(k) P/S Plan held $2.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Helen A. Campbell signed Campbell Orthodontics' 2024 Form 5500 as plan administrator.

Helen A. Campbell — 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

Campbell Orthodontics' EIN is 11-3697379.

EIN 11-3697379

Plan number 001

Plan year 2024

ACK ID 20250725132127NAL0008811696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Campbell Orthodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Campbell Orthodontics' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAMPBELL ORTHODONTICS.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CAMPBELL ORTHODONTICS

EIN

all filings

Address

9317 LEESVILLE RD · SUITE 105 · RALEIGH, NC · 27613

Phone

(919) 815-6879

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator