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MILLARD DENTAL, LLC — MILLARD DENTAL, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250728093132NAL0001945040001
MILLARD DENTAL, LLC
Form 5500-SF
FILING_RECEIVED
MILLARD DENTAL, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
MILLARD DENTAL, LLC
.
Find decision makers
Plan sponsor
Name
MILLARD DENTAL, LLC
EIN
45-4732487
Address
2331 FARGO STREET · KLAMATH FALLS, OR · 97603
Phone
(541) 884-1333
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
2025-07-28
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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CHRISTINE R. WENRICK, DMD, PLLC
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$1.4M · 1 participants
JOHN M. FARLEY, P.C.
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$1.4M · 9 participants
100
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CHARLES ALLEN CHANCE, DDS, MDS, PLLC
CHARLES ALLEN CHANCE, DDS, MDS, PLLC 401(K) PROFIT SHARING PLAN
$1.4M · 7 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
