Original filing (PDF)20250908134246NAL0019508897001

CARTER ORTHODONTICS LLC

Name: CARTER ORTHODONTICS LLC — CARTER ORTHO 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CARTER ORTHODONTICS LLC

Form 5500-SF

FILING_RECEIVED

CARTER ORTHO 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$771K

Net assets (EOY)

$771K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARTER ORTHODONTICS LLC.

Plan sponsor

Name

CARTER ORTHODONTICS LLC

EIN

46-5189888all filings

Address

P.O. BOX 425 · RAINSVILLE, AL · 35986

Phone

(256) 638-9800

Industry