Original filing (PDF)20250609122950NAL0041520226001

CALDWELL, BILLS & PETRILLI DENTISTRY, LLP

Name: CALDWELL, BILLS & PETRILLI DENTISTRY, LLP — CALDWELL, BILLS AND PETRILLI DENTISTRY PARTNERSHIP RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: CALDWELL, BILLS & PETRILLI DENTISTRY, LLP

Form 5500-SF

FILING_RECEIVED

CALDWELL, BILLS AND PETRILLI DENTISTRY PARTNERSHIP RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALDWELL, BILLS & PETRILLI DENTISTRY, LLP.

Plan sponsor

Name

CALDWELL, BILLS & PETRILLI DENTISTRY, LLP

EIN

56-2147099

Address

7800 PROVIDENCE ROAD, SUITE 205 · CHARLOTTE, NC · 28226

Phone

(704) 543-7001

Industry

Offices of Dentists· 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

2025-06-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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