How big is Charlotte Advanced Orthodontics, P.A.'s plan?

Charlotte Advanced Orthodontics, P.A.'s plan reported $294K in assets and 8 participants for 2024.

Original filing (PDF)20251015161900NAL0005400481001

Charlotte Advanced Orthodontics, P.A.

Name: Charlotte Advanced Orthodontics, P.A. — Charlotte, Form 5500 (2024)
Creator: Charlotte Advanced Orthodontics, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte Advanced Orthodontics 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Charlotte Advanced Orthodontics, P.A.'s Charlotte Advanced Orthodontics 401(k) Profit Sharing Plan and Trust held $294K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

People on this filing

Christina S. Pepper D.M.D. M.S. signed Charlotte Advanced Orthodontics, P.A.'s 2024 Form 5500 as plan administrator.

Christina S. Pepper D.M.D. M.S. — 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

Charlotte Advanced Orthodontics, P.A.'s EIN is 47-4340058.

EIN 47-4340058

Plan number 001

Plan year 2024

ACK ID 20251015161900NAL0005400481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlotte Advanced Orthodontics, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlotte Advanced Orthodontics, P.A.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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