How big is South Waterfront Dental, LLC's plan?

South Waterfront Dental, LLC's plan reported $853K in assets and 7 participants for 2024.

Original filing (PDF)20250805155900NAL0002632112001

South Waterfront Dental, LLC

Name: South Waterfront Dental, LLC — South Waterfront, Form 5500 (2024)
Creator: South Waterfront Dental, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

South Waterfront Dental 401(k) Plan

401(k) retirement plan · South Waterfront Dental, LLC's South Waterfront Dental 401(k) Plan held $853K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$853K

Net assets (EOY)

$838K

People on this filing

Joseph BURT signed South Waterfront Dental, LLC's 2024 Form 5500 as plan administrator.

Joseph BURT — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

South Waterfront Dental, LLC's EIN is 27-2596592.

EIN 27-2596592

Plan number 001

Plan year 2024

ACK ID 20250805155900NAL0002632112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for South Waterfront Dental, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

South Waterfront Dental, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTH WATERFRONT DENTAL, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SOUTH WATERFRONT DENTAL, LLC

EIN

all filings

Address

3580 S RIVER PARKWAY, UNIT C-2 · PORTLAND, OR · 97239

Phone

(503) 841-5658

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator