How big is Crested Oak Dentistry's plan?

Crested Oak Dentistry's plan reported $2.5M in assets and 21 participants for 2024.

Original filing (PDF)20251001105140NAL0013109169001

Crested Oak Dentistry

Name: Crested Oak Dentistry — Crested Oak Dentistry 401(k), Form 5500 (2024)
Creator: Crested Oak Dentistry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Crested Oak Dentistry 401(k) Profit Sharing Plan

401(k) retirement plan · Crested Oak Dentistry's Crested Oak Dentistry 401(k) Profit Sharing Plan held $2.5M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

BRAD Nelson signed Crested Oak Dentistry's 2024 Form 5500 as plan administrator.

BRAD Nelson — 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

Crested Oak Dentistry's EIN is 45-2154569.

EIN 45-2154569

Plan number 001

Plan year 2024

ACK ID 20251001105140NAL0013109169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Crested Oak Dentistry's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CRESTED OAK DENTISTRY.

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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