Original filing (PDF)20250904095714NAL0027266784001

OREGON PERIODONTICS PC

Name: OREGON PERIODONTICS PC — OREGON PERIODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OREGON PERIODONTICS PC

Form 5500-SF

FILING_RECEIVED

OREGON PERIODONTICS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$478K

Net assets (EOY)

$478K

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 average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OREGON PERIODONTICS PC.

Plan sponsor

Name

OREGON PERIODONTICS PC

EIN

20-0178513all filings

Address

11786 SOUTHWEST BARNES ROAD · #210 · PORTLAND, OR · 972255927

Phone

(503) 531-3550

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

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STEVEN W. HOUGH, D.D.S., S.C.

STEVEN W. HOUGH, D.D.S., S.C. PROFIT SHARING PLAN

$478K · 4 participants

ENVISION DENTAL SERVICES, PA

ENVISION DENTAL CASH BALANCE PLAN & TRUST

$478K · 13 participants

J. BLAKE PERKINS, DDS DBA NEW IMAGE COSMETIC AND FAMILY DENTISTRY

NEW IMAGE COSMETIC AND FAMILY DENTISTRY 401(K) PLAN

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ZACHARY T. FRAZIER D.D.S. P.C. DBA ZACH FRAZIER ORTHODONTICS

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