Original filing (PDF)20251007084548NAL0007565216001

CHARLES WILLIAMS DMD PLLC DBA COASTAL ORAL & MAXILLOFACIAL SURGERY

Name: CHARLES WILLIAMS DMD PLLC DBA COASTAL ORAL & MAXILLOFACIAL SURGERY — COASTAL ORAL & MAXILLOFACIAL SURGERY 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES WILLIAMS DMD PLLC DBA COASTAL ORAL & MAXILLOFACIAL SURGERY

Form 5500-SF

FILING_RECEIVED

COASTAL ORAL & MAXILLOFACIAL SURGERY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES WILLIAMS DMD PLLC DBA COASTAL ORAL & MAXILLOFACIAL SURGERY.

Plan sponsor

Name

CHARLES WILLIAMS DMD PLLC DBA COASTAL ORAL & MAXILLOFACIAL SURGERY

EIN

92-2970622

Address

604 MCCARTHY BLVD · NEW BERN, NC · 28562

Phone

(252) 638-6177

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator