· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHAD E STEPHENSON,DDS. PC DBA JUNIPER DENTAL — JUNIPER DENTAL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250429161756NAL0001103344001
CHAD E STEPHENSON,DDS. PC DBA JUNIPER DENTAL
Form 5500-SF
FILING_RECEIVED
JUNIPER DENTAL 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
14
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
CHAD E STEPHENSON,DDS. PC DBA JUNIPER DENTAL
.
Find decision makers
Plan sponsor
Name
CHAD E STEPHENSON,DDS. PC DBA JUNIPER DENTAL
EIN
26-1969840
Address
409 NE GREENWOOD AVE #100 · BEND, OR · 97701
Phone
(541) 977-3190
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
2025-04-29
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MALA A. BRITTO, DDS PC
MALA A. BRITTO, DDS PC 401(K) PROFIT SHARING PLAN
$2.1M · 10 participants
JOHN A. MADDOX, DMD, LLC
JOHN A. MADDOX, DMD, LLC 401(K) PROFIT SHARING PLAN
$2.1M · 6 participants
INDEPENDENCE FAMILY AND COSMETIC DENTISTRY
INDEPENDENCE FAMILY AND COSMETIC DENTISTRY 401(K) PLAN
$2.1M · 7 participants
DR. PATRICK GARCIA DBA EAST HIGHLAND DENTISTRY
DR. PATRICK GARCIA 401(K) PROFIT SHARING PLAN
$2.1M · 4 participants
STEVEN L. ATLAS, D.M.D., P.C.
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.
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CHESTER COUNTY PERIODONTAL AND DENTAL IMPLANT ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
$2.1M · 2 participants
CHANDRAKANT K MEHTA DDS
CHANDRAKANT K MEHTA DDS PROFIT SHARING PLAN
$2.1M · 2 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
