How big is Sloss and Carpenter Orthodontics' plan?

Sloss and Carpenter Orthodontics' plan reported $303K in assets and 5 participants for 2024.

Original filing (PDF)20250930095405NAL0016311875001

Sloss and Carpenter Orthodontics

Name: Sloss and Carpenter Orthodontics — Sloss & Carpenter, Form 5500 (2024)
Creator: Sloss and Carpenter Orthodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sloss & Carpenter Ortho 401(k) and PS Plan

401(k) retirement plan · Sloss and Carpenter Orthodontics' Sloss & Carpenter Ortho 401(k) and PS Plan held $303K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

People on this filing

ERIN a Sloss signed Sloss and Carpenter Orthodontics' 2024 Form 5500 as plan administrator.

ERIN a Sloss — 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

Sloss and Carpenter Orthodontics' EIN is 20-1505408.

EIN 20-1505408

Plan number 001

Plan year 2024

ACK ID 20250930095405NAL0016311875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sloss and Carpenter 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 SLOSS AND CARPENTER 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