· 2022–2024 · DOL EFAST2

CAROLINA REGIONAL ORTHOPAEDICS, P.A — CAROLINA REGIONAL ORTHOPAEDICS, P.A. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250802164112NAL0007018209001

CAROLINA REGIONAL ORTHOPAEDICS, P.A

Form 5500-SF

FILING_RECEIVED

CAROLINA REGIONAL ORTHOPAEDICS, P.A. RETIREMENT PLAN

401(k) retirement plan

Active participants

38

Accounts w/ balance

43

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan health score

88

/ 100

Grade A

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

57

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROLINA REGIONAL ORTHOPAEDICS, P.A.

Plan sponsor

Name

CAROLINA REGIONAL ORTHOPAEDICS, P.A

EIN

56-1758445

Address

110 PATRICK COURT · ROCKY MOUNT, NC · 27804

Phone

(252) 443-0400

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-02

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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