CARVALHO AND ROTH ORTHODONTICS LLP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
14
Accounts w/ balance
—
Plan assets (EOY)
$659K
Net assets (EOY)
$659K
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARVALHO AND ROTH ORTHODONTICS, LLP.
Plan sponsor
Name
CARVALHO AND ROTH ORTHODONTICS, LLP
EIN
20-0907393
Address
126 UNION STREET · UNION PARK PROFESSIONAL BUILDING · MARLBOROUGH, MA · 01752
Phone
(508) 485-8788
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
