Original filing (PDF)20251015161900NAL0005400481001

CHARLOTTE ADVANCED ORTHODONTICS, P.A.

Name: CHARLOTTE ADVANCED ORTHODONTICS, P.A. — CHARLOTTE ADVANCED ORTHODONTICS 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CHARLOTTE ADVANCED ORTHODONTICS, P.A.

Form 5500-SF

FILING_RECEIVED

CHARLOTTE ADVANCED ORTHODONTICS 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

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.

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..

Plan sponsor

Name

CHARLOTTE ADVANCED ORTHODONTICS, P.A.

EIN

47-4340058all filings

Address

3100 PORT CHARLOTTE BLVD. · PORT CHARLOTTE, FL · 339525157

Phone

(941) 629-2221

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator