How big is CBD Dental LLC's plan?

CBD Dental LLC's plan reported $256K in assets and 9 participants for 2024.

Original filing (PDF)20250709110541NAL0008014976001

CBD Dental LLC

Name: CBD Dental LLC — CBD Dental 401(k) Plan, Form 5500 (2024)
Creator: CBD Dental LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CBD Dental 401(k) Plan

401(k) retirement plan · CBD Dental LLC's CBD Dental 401(k) Plan held $256K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

People on this filing

Brian Schmidt signed CBD Dental LLC's 2024 Form 5500 as plan administrator.

Brian Schmidt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CBD Dental LLC's EIN is 84-3435832.

EIN 84-3435832

Plan number 001

Plan year 2024

ACK ID 20250709110541NAL0008014976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CBD Dental LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CBD Dental LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CBD DENTAL LLC.

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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.

Plan sponsor

Name

CBD DENTAL LLC

EIN

all filings

Address

316 BARONNE STREET · NEW ORLEANS, LA · 70112

Phone

(504) 525-9990

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-07-09

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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