· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MATT J HOIDAL DDS MS PC — MATT J HOIDAL DDS MS PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250402181909NAL0005143811001
MATT J HOIDAL DDS MS PC
Form 5500-SF
FILING_RECEIVED
MATT J HOIDAL DDS MS PC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
10
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
MATT J HOIDAL DDS MS PC
.
Find decision makers
Plan sponsor
Name
MATT J HOIDAL DDS MS PC
EIN
26-3820700
Address
300 OSWEGO POINTE DR STE 106 · LAKE OSWEGO, OR · 970343229
Phone
(503) 635-3584
Industry
Offices of Physicians
· 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
2025-04-02
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
DIRECT ACCESS MD, LLC
DIRECT ACCESS 401(K) PLAN
$1.3M · 8 participants
PREMIER ADULT HEALTH CARE, INC.
PREMIER ADULT HEALTH CARE, INC. 401(K) PROFIT SHARING PLAN
$1.3M · 3 participants
PEDIATRIC & FAMILY PHYSICIANS OF MORGAN COUNTY, INC.
PEDIATRIC & FAMILY PHYSICIANS OF MORGAN COUNTY, INC. PROFIT SHARING PLAN
$1.3M · 2 participants
ANDRES S ENRIQUEZ MD PA
FRANKLIN MEDICAL CENTER 401K PLAN
$1.3M · 20 participants
BETSY S HORTON MD PC
BETSY S HORTON MD 401(K) PLAN
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 33 participants
OREGON FERTILITY INSTITUTE LLC
OREGON FERTILITY INSTITUTE LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 5 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
