· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DANA SCHMIDL DDS PC — SCHMIDL ORTHODONTICS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006164524NAL0004035057001
DANA SCHMIDL DDS PC
Form 5500-SF
FILING_RECEIVED
SCHMIDL ORTHODONTICS 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
DANA SCHMIDL DDS PC
.
Find decision makers
Plan sponsor
Name
DANA SCHMIDL DDS PC
EIN
81-1703641
Address
2937 SISKIYOU BLVD · MEDFORD, OR · 97504
Phone
(541) 773-6600
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
2025-10-06
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 providers
Related plans
Similar-size Offices of Dentists plans
COX ORTHODONTICS, PC
COX ORTHODONTICS, PC 401(K) PLAN
$1.5M · 16 participants
SMILES UNIVERSITY PEDIATRIC DENTISTRY PLLC
SMILES UNIVERSITY PEDIATRIC DENTISTRY PLLC 401(K) PLAN
$1.5M · 12 participants
STEPHEN J. SPENCER, D.D.S., PLLC
STEPHEN J. SPENCER, D.D.S. RETIREMENT PLAN & TRUST
$1.5M · 9 participants
TROTTER ORTHODONTICS, P. C.
TROTTER ORTHODONTICS, P. C. 401(K) PLAN
$1.5M · 18 participants
KATHERINE WOOTON, DDS, INC.
KATHERINE WOOTON, DDS, INC. 401(K) PROFIT SHARING PLAN
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.
$1.5M · 9 participants
MICHAEL T. HENRY, D.D.S., M.S.,P.A.
MICHAEL T. HENRY, D.D.S., M.S., P.A. DEFINED BENEFIT PENSION PLAN
$1.5M · 9 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
