Original filing (PDF)20250609120856NAL0012273395001

CARLTON BARIATRICS PA

Name: CARLTON BARIATRICS PA — CARLTON BARIATRICS PA-401K, Form 5500 (2024)
Creator: CARLTON BARIATRICS PA

Form 5500-SF

FILING_RECEIVED

CARLTON BARIATRICS PA-401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$396K

Net assets (EOY)

$396K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLTON BARIATRICS PA.

Plan sponsor

Name

CARLTON BARIATRICS PA

EIN

82-1375204all filings

Address

4800 HEDGCOXE RD · SUITE 200 · PLANO, TX · 75024

Phone

(952) 757-7464

Industry