How big is Trisha Charland, DMD LLC's plan?

Trisha Charland, DMD LLC's plan reported $480K in assets and 6 participants for 2024.

Original filing (PDF)20250502150757NAL0004598721001

Trisha Charland, DMD LLC

Name: Trisha Charland, DMD LLC — Coastal Endodontics, Form 5500 (2024)
Creator: Trisha Charland, DMD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coastal Endodontics Employee Retirement Plan

401(k) retirement plan · Trisha Charland, DMD LLC's Coastal Endodontics Employee Retirement Plan held $480K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$480K

Net assets (EOY)

$480K

People on this filing

Trisha Charland signed Trisha Charland, DMD LLC's 2024 Form 5500 as plan administrator.

Trisha Charland — 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

Trisha Charland, DMD LLC's EIN is 86-3660986.

EIN 86-3660986

Plan number 001

Plan year 2024

ACK ID 20250502150757NAL0004598721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trisha Charland, DMD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trisha Charland, DMD LLC'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 TRISHA CHARLAND, DMD 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