How big is Daniel Chartrand DMD MS LLC's plan?

Daniel Chartrand DMD MS LLC's plan reported $1.1M in assets and 15 participants for 2024.

Original filing (PDF)20250813113404NAL0004852147001

Daniel Chartrand DMD MS LLC

Name: Daniel Chartrand DMD MS LLC — Chartrand Orthodontics, Form 5500 (2024)
Creator: Daniel Chartrand DMD MS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chartrand Orthodontics 401(k) Plan

401(k) retirement plan · Daniel Chartrand DMD MS LLC's Chartrand Orthodontics 401(k) Plan held $1.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Daniel Chartrand DMD MS LLC's EIN is 92-3370803.

EIN 92-3370803

Plan number 001

Plan year 2024

ACK ID 20250813113404NAL0004852147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Daniel Chartrand DMD MS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Daniel Chartrand DMD MS 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 DANIEL CHARTRAND DMD MS 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