How big is Carl Bernstein, DDS, PLLC's plan?

Carl Bernstein, DDS, PLLC's plan reported $255K in assets and 3 participants for 2024.

Original filing (PDF)20250601070435NAL0005928627001

Carl Bernstein, DDS, PLLC

Name: Carl Bernstein, DDS, PLLC — Carl Bernstein, DDS, Form 5500 (2024)
Creator: Carl Bernstein, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carl Bernstein, DDS, PLLC 401(k) P/S Plan

401(k) retirement plan · Carl Bernstein, DDS, PLLC's Carl Bernstein, DDS, PLLC 401(k) P/S Plan held $255K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

People on this filing

Carl Bernstein signed Carl Bernstein, DDS, PLLC's 2024 Form 5500 as plan administrator.

Carl Bernstein — 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

Carl Bernstein, DDS, PLLC's EIN is 86-1714827.

EIN 86-1714827

Plan number 001

Plan year 2024

ACK ID 20250601070435NAL0005928627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carl Bernstein, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carl Bernstein, DDS, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARL BERNSTEIN, DDS, PLLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CARL BERNSTEIN, DDS, PLLC

EIN

all filings

Address

540 NEW WAVERLY PL STE 110 · CARY, NC · 27518

Phone

(812) 655-4434

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator