Back to filter
Original filing (PDF)20251010072108NAL0007317121001
ANDY BENNION, DMD, MS, PC
Form 5500-SF
FILING_RECEIVED
ANDY BENNION, DMD, MS, PC 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
12
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDY BENNION, DMD, MS, PC.
Plan sponsor
Name
ANDY BENNION, DMD, MS, PC
EIN
74-3075770
Address
2233-A WILLAMETTE STREET · EUGENE, OR · 974052890
Phone
(541) 687-1151
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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
ROBERT M. CUENIN, D.D.S., M.S.
CUENIN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
$2.1M · 11 participants
DR. JEFFREY S. KARLIN, P.A.
DR. JEFFREY S. KARLIN, P.A. 401(K) PROFIT SHARING PLAN
$2.1M · 10 participants
SCARSDALE DENTAL ASSOCIATES, PLLC
SCARSDALE DENTAL ASSOCIATES, PLLC 401(K) PLAN
$2.1M · 8 participants
TODD WHITLOCK, D.D.S., L.L.C.
TODD WHITLOCK, D.D.S., L.L.C. RETIREMENT PLAN
$2.1M · 13 participants
HUDSON DENTAL ESTHETICS
HUDSON DENTAL ESTHETICS, PC 401(K) PROFIT SHARING PLAN
$2.1M · 20 participants
ROBERT S. WALKER, D.D.S.
ROBERT S. WALKER, D.D.S., P.S. 401(K) PLAN
$2.1M · 12 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