Back to filter
Original filing (PDF)20250721160729NAL0000711795001
MARCUS N. TORREY DDS PLLC
Form 5500-SF
FILING_RECEIVED
TORREY DENTAL 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
14
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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 MARCUS N. TORREY DDS PLLC.
Plan sponsor
Name
MARCUS N. TORREY DDS PLLC
EIN
81-0595272
Address
1205 S.E. PROFESSIONAL MALL BLVD. · SUITE 201 · PULLMAN, WA · 99163
Phone
(509) 332-4711
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
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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
MICHEL VAN BERGEN, DMD, MSD, MBA
MICHEL VAN BERGEN 401(K) PLAN
$1.6M · 4 participants
DAVID M. LEMAY, D.D.S.
DAVID M. LEMAY, D.D.S. PROFIT SHARING PLAN
$1.6M · 4 participants
THOMAS M. SCHROEPFER, D.D.S., S.C.
SCHROEPFER FAMILY DENTAL 401(K) PROFIT SHARING PLAN AND TRUST
$1.6M · 9 participants
STEPHENSON DENTAL
STEPHENSON DENTAL 401K
$1.6M · 16 participants
TIM WANG DDS, INC.
TIM WANG DDS, INC. PENSION PLAN
$1.6M · 12 participants
DANIEL M. BONINE, D.D.S., PLLC
WEST KALAMAZOO DENTAL CARE RETIREMENT PLAN & TRUST
$1.6M · 9 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants