Original filing (PDF)20260723075031NAL0013249681001

Carvalho and ROTH Orthodontics, LLP

Name: Carvalho and ROTH Orthodontics, LLP — Carvalho and, Form 5500 (2025)
Creator: Carvalho and ROTH Orthodontics, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carvalho and ROTH Orthodontics LLP Cash Balance Plan

Defined-benefit pension plan · Carvalho and ROTH Orthodontics, LLP's Carvalho and ROTH Orthodontics LLP Cash Balance Plan held $1.1M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

20-0907393all filings

Address

126 UNION STREET · UNION PARK PROFESSIONAL BUILDING · MARLBOROUGH, MA · 017520000

Phone

(508) 485-8788

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator