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Original filing (PDF)20250926142829NAL0010984592001
DEREK THOMPSON DMD PATRICK FERGUSON DDS PLLC
Form 5500-SF
FILING_RECEIVED
AVDO 401K RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
132
Accounts w/ balance
77
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 58% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEREK THOMPSON DMD PATRICK FERGUSON DDS PLLC.
Plan sponsor
Name
DEREK THOMPSON DMD PATRICK FERGUSON DDS PLLC
EIN
32-0237332
Address
4309 W NOB HILL BOULEVARD · YAKIMA, WA · 98908
Phone
(509) 823-4480
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
DEREK THOMPSON DMD PATRICK FERGUSON DDS PLLC
EIN
32-0237332
City
YAKIMA, WA
Phone
(509) 823-4480
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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