· 2022–2024 · DOL EFAST2

CARTER SMILE LLC — CARTER SMILE LLC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20250114105335NAL0031589216001

CARTER SMILE LLC

Form 5500-SF

FILING_RECEIVED

CARTER SMILE LLC 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.9 mo

Active participants

16

Accounts w/ balance

7

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

Plan health score

Above-average plan

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

92

Total plan cost

n/a

Plan health

53

Vendor & structure

100

Knocking points off

Filed 1.9 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

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 CARTER SMILE LLC.

Plan sponsor

Name

CARTER SMILE LLC

EIN

47-5086014all filings

Address

180 MAIN STREET · MADISON, NJ · 07940

Phone

(973) 540-1666

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-01-14

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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