· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSHUA L WIELAND, D.M.D., P.C. DBA CANBY SMILES — CANBY SMILES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250425153445NAL0013788112001
JOSHUA L WIELAND, D.M.D., P.C. DBA CANBY SMILES
Form 5500-SF
FILING_RECEIVED
CANBY SMILES 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
7
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
JOSHUA L WIELAND, D.M.D., P.C. DBA CANBY SMILES
.
Find decision makers
Plan sponsor
Name
JOSHUA L WIELAND, D.M.D., P.C. DBA CANBY SMILES
EIN
27-0388843
Address
150 NE 3RD AVE · CANBY, OR · 97013
Phone
(503) 266-2629
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-25
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
VIBETO ORTHODONTICS
VIBETO ORTHODONTICS 401(K) PLAN
$1.4M · 8 participants
JAMES G. MCGEE, D.D.S.
JAMES G. MC GEE, D.D.S. 401K PROFIT SHARING PLAN & TRUST
$1.4M · 6 participants
PRAVINBHAI K. PATEL DDS INC
PRAVINBHAI K. PATEL DDS INC. 401(K) PROFIT SHARING PLAN
$1.4M · 7 participants
NORTHCUTT DENTAL PRACTICE, P.C.
NORTHCUTT DENTAL MANAGEMENT SERVICES, INC. 401(K) PLAN
$1.4M · 88 participants
ALBERT P BLOSS DDS
ALBERT P BLOSS DDS PROFIT SHARING 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M
JOHN JOSEPH BENINATO, D.D.S., P.C.
JOHN JOSEPH BENINATO, D. D. S. , P. C. PROFIT SHARING PLAN
$1.4M · 12 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
