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BURRUS DENTISTRY PC — BURRUS DENTISTRY PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251002124436NAL0001224354001
BURRUS DENTISTRY PC
Form 5500-SF
FILING_RECEIVED
BURRUS DENTISTRY PC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
20
Accounts w/ balance
11
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BURRUS DENTISTRY PC
.
Find decision makers
Plan sponsor
Name
BURRUS DENTISTRY PC
EIN
45-4498471
Address
413 NW LARCH AVE STE 201 · REDMOND, OR · 977561396
Phone
(541) 280-5186
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
Related plans
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LILIANA MEJIA, DDS, LLC
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DR. MARIAN FARAG DMD P.C.
DR. FARAG 401(K) PLAN
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Knocking points off
55% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 8 participants
JEN-KUEI WANG, PHD, DDS
JEN-KUEI WANG, PHD, DDS RETIREMENT PLAN
$1.3M · 2 participants
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$8.6B
