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Original filing (PDF)20250904090850NAL0033378418001
STEPHEN P. KERPER, D.D.S. AND BRAD J. KANE, D.D.S., A PROFESSIONAL CO
Form 5500-SF
FILING_RECEIVED
STEPHEN P. KERPER, D.D.S. AND BRAD J. KANE, D.D.S., A PROFESSIONAL CORPORATION 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
7
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Knocking points off
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
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 STEPHEN P. KERPER, D.D.S. AND BRAD J. KANE, D.D.S., A PROFESSIONAL CO.
Plan sponsor
Name
STEPHEN P. KERPER, D.D.S. AND BRAD J. KANE, D.D.S., A PROFESSIONAL CO
EIN
77-0117588
Address
1920 OUTLET CENTER DRIVE · OXNARD, CA · 93036
Phone
(808) 983-0245
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
2025-09-04
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
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
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
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