Original filing (PDF)20250826134011NAL0017267842001

CARY FAMILY DENTAL

Name: CARY FAMILY DENTAL — CARY FAMILY DENTAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CARY FAMILY DENTAL

Form 5500-SF

FILING_RECEIVED

CARY FAMILY DENTAL 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARY FAMILY DENTAL.

Plan sponsor

Name

CARY FAMILY DENTAL

EIN

20-0030858

Address

915 KILDAIRE FARM ROAD · CARY, NC · 27511

Phone

(919) 460-6884

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

2025-08-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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TODD C. GRAMBAU, DMD, PC

TODD C. GRAMBAU, D. M. D. , P. C. 401K PROFIT SHARING PLAN

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AESTHETIC FAMILY DENTISTRY, P.C.

AESTHETIC FAMILY DENTISTRY, P.C. CASH BALANCE PLAN

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JON P. WHEELER, D.D.S., P.A.

JON P. WHEELER, DDS, PA 401(K) PROFIT SHARING PLAN

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CORNERSTONE FAMILY DENTISTRY

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$2.8M · 16 participants

CHRISTOPHER J. MADDOX, D.D.S., INC.