Back to filter
Original filing (PDF)20250624144811NAL0010091872001
COASTAL PEDIATRIC DENTISTRY, ROBERT B. HARRISON, DMD, MSD, PLC
Form 5500-SF
FILING_RECEIVED
COASTAL PEDIATRIC DENTISTRY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
22
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COASTAL PEDIATRIC DENTISTRY, ROBERT B. HARRISON, DMD, MSD, PLC.
Plan sponsor
Name
COASTAL PEDIATRIC DENTISTRY, ROBERT B. HARRISON, DMD, MSD, PLC
EIN
26-2783132
Address
700 MCCARTHY BLVD. · NEW BERN, NC · 28562
Phone
(252) 633-0424
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
2025-06-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
PREMIER DENTAL ASSOCIATES, PLLC
PREMIER DENTAL ASSOCIATES, PLLC SAFE HARBOR 401(K) PROFIT SHARING PLAN
$1.9M · 9 participants
CHARLES W. RHODES, DDS
CHARLES W. RHODES, DDS PROFIT SHARING PLAN
$1.9M · 9 participants
ROBERT J NAPLES DDS PA
ROBERT J NAPLES DDS CASH BALANCE PLAN
$1.9M · 10 participants
PETER J. DETOLLA DDS PC
PETER J. DETOLLA DDS PC 401(K) P/S PLAN
$1.9M · 8 participants
DENNIS M. SAGAWA, D.D.S., INC.
DENNIS M. SAGAWA, D.D.S., INC. 401(K) PLAN
$1.9M · 7 participants
RITCHIE DENTAL GROUP, P.A.
RITCHIE DENTAL GROUP, P. A. RETIREMENT PLAN & TRUST
$1.9M · 4 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants