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BEND FAMILY DENTISTRY — BEND FAMILY DENTISTRY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250618134058NAL0002309505001
BEND FAMILY DENTISTRY
Form 5500-SF
FILING_RECEIVED
BEND FAMILY DENTISTRY 401(K) PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
33
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
BEND FAMILY DENTISTRY
.
Find decision makers
Plan sponsor
Name
BEND FAMILY DENTISTRY
EIN
26-3837921
Address
660 NORTHEAST 3RD STREET #3 · BEND, OR · 97701
Phone
(541) 389-1227
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
2025-06-18
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MARINA ADAMS D.D.S., INC. A PROFESSIONAL CORP.
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FRANK HYOUNGKYU KIM, D.D.S. DEFINED BENEFIT PLAN
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JEFFREY S. RUBINSTEIN DDS., PC
JEFFREY S. RUBINSTEIN DDS., PC PROFIT SHARING PLAN
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EAST GROVE DENTAL, S.C.
EAST GROVE DENTAL, S.C. 401(K) P/S PLAN
$2.9M · 11 participants
JAROSZ & VALENTE ORTHODONTICS, 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JAROSZ & VALENTE ORTHODONTICS P.C. PROFIT SHARING PLAN AND TRUST
$2.9M · 13 participants
ROSE WOOD DENTAL, PLC
ROSE WOOD DENTAL, PLC 401(K) PLAN
$2.9M · 8 participants
Large plans in Oregon
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SEPARATE ACCOUNT A
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DIVERSIFIED INTERNATIONAL EQUITY FUND
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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
