How big is Carolina Roots Dentistry's plan?

Carolina Roots Dentistry's plan reported $101K in assets and 5 participants for 2024.

Original filing (PDF)20250806090205NAL0002635377001

Carolina Roots Dentistry

Name: Carolina Roots Dentistry — Carolina Roots Dentistry, Form 5500 (2024)
Creator: Carolina Roots Dentistry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carolina Roots Dentistry 401(k) Plan

401(k) retirement plan · Carolina Roots Dentistry's Carolina Roots Dentistry 401(k) Plan held $101K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

People on this filing

Gerry George signed Carolina Roots Dentistry's 2024 Form 5500 as plan administrator.

Gerry George — 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

Carolina Roots Dentistry's EIN is 85-3760370.

EIN 85-3760370

Plan number 001

Plan year 2024

ACK ID 20250806090205NAL0002635377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carolina Roots Dentistry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carolina Roots Dentistry'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 CAROLINA ROOTS DENTISTRY.

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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