How big is Kevin H. Speer, PC's plan?

Kevin H. Speer, PC's plan reported $672K in assets and 4 participants for 2024.

Original filing (PDF)20251010194239NAL0018786274001

Kevin H. Speer, PC

Name: Kevin H. Speer, PC — Oak Grove Dental 401(k) Plan, Form 5500 (2024)
Creator: Kevin H. Speer, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oak Grove Dental 401(k) Plan

401(k) retirement plan · Kevin H. Speer, PC's Oak Grove Dental 401(k) Plan held $672K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$672K

Net assets (EOY)

$672K

People on this filing

Stacie Speer signed Kevin H. Speer, PC's 2024 Form 5500 as plan administrator.

Stacie Speer — 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

Kevin H. Speer, PC's EIN is 45-4000154.

EIN 45-4000154

Plan number 001

Plan year 2024

ACK ID 20251010194239NAL0018786274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin H. Speer, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin H. Speer, PC'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 KEVIN H. SPEER, PC.

Finding similar companies…

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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KEVIN H. SPEER, PC

EIN

all filings

Address

2250 SE OAK GROVE BLVD, SUITE A · OAK GROVE, OR · 972672670

Phone

(503) 654-9521

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator