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WARK DENTAL GROUP — WARK DENTAL GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250224132536NAL0023229330001
WARK DENTAL GROUP
Form 5500-SF
FILING_RECEIVED
WARK DENTAL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
16
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WARK DENTAL GROUP
.
Find decision makers
Plan sponsor
Name
WARK DENTAL GROUP
EIN
20-1955238
Address
2177 NW 2ND ST. · MCMINNVILLE, OR · 97128
Phone
(503) 472-2125
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-02-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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JASON R. GILLESPIE, D.D.S
JASON R. GILLESPIE, D.D.S. 401(K) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 4 participants
ANDREW W. CHAN, DDS, PC
ANDREW W. CHAN, DDS, PC 401(K)PLAN
$1.4M · 4 participants
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$10.9B
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PRINCIPAL LIFETIME HYBRID 2040 CIT
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PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
