Original filing (PDF)20250626132807NAL0012526224001

CAROLYN DEFORTE DBA DEFORTE DENTISTRY

Name: CAROLYN DEFORTE DBA DEFORTE DENTISTRY — DEFORTE DENTISTRY 401(K) PLAN, Form 5500 (2024)
Creator: CAROLYN DEFORTE DBA DEFORTE DENTISTRY

Form 5500-SF

FILING_RECEIVED

DEFORTE DENTISTRY 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$523K

Net assets (EOY)

$523K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLYN DEFORTE DBA DEFORTE DENTISTRY.

Plan sponsor

Name

CAROLYN DEFORTE DBA DEFORTE DENTISTRY

EIN

27-4730869all filings

Address

4 SWIMMING RIVER ROAD · LINCROFT, NJ · 07738

Phone

(732) 747-7755

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator