Back to filter
Original filing (PDF)20251009154849NAL0011794688001
CALAPOOIA FAMILY DENTAL, PC
Form 5500-SF
FILING_RECEIVED
CALAPOOIA FAMILY DENTAL 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
11
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
80
Knocking points off
- 65% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALAPOOIA FAMILY DENTAL, PC.
Plan sponsor
Name
CALAPOOIA FAMILY DENTAL, PC
EIN
47-4620637
Address
1070 24TH AVENUE SW · ALBANY, OR · 97321
Phone
(541) 926-3689
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial 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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
VALLEY ENDODONTICS
VALLEY ENDODONTICS CASH BALANCE PLAN
$1.1M · 6 participants
HEATHER MILLER D.D.S, P.C.
HEATHER MILLER D.D.S. PC PROFIT SHARING PLAN
$1.1M · 1 participants
CARNAGGIO AND PIPER, D.M.D., M.S., P.A.
CARNAGGIO AND PIPER, D.M.D., M.S., P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
$1.1M · 22 participants
COSTELLO & DEHART DENTAL EXCELLE
COSTELLO & DEHART DENTAL EXCELLENCE RETIREMENT PLAN
$1.1M · 17 participants
MARKO JEFTIC PC
MARKO JEFTIC PC PROFIT SHARING PLAN
$1.1M · 4 participants
DANIEL ELBERT, DDS, A DENTAL CORPORATION
DANIEL ELBERT, DDS, A DENTAL CORPORATION 401(K) PLAN
$1.1M · 13 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