How big is Oates Dental's plan?

Oates Dental's plan reported $979K in assets and 5 participants for 2024.

Original filing (PDF)20250710073849NAL0006340977001

Oates Dental

Name: Oates Dental — Oates Dental 401(k)Plan, Form 5500 (2024)
Creator: Oates Dental
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oates Dental 401(k)Plan

401(k) retirement plan · Oates Dental's Oates Dental 401(k)Plan held $979K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$979K

Net assets (EOY)

$979K

People on this filing

Laurie Allen signed Oates Dental's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Oates Dental's EIN is 36-3026094.

EIN 36-3026094

Plan number 001

Plan year 2024

ACK ID 20250710073849NAL0006340977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oates Dental'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 OATES DENTAL.

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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 average account balance (94th percentile).

Plan sponsor

Name

OATES DENTAL

EIN

all filings

Address

3957 N MULFORD RD, SUITE A · ROCKFORD, IL · 61114

Phone

(815) 637-6400

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-07-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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