Back to filter
Original filing (PDF)20251009145019NAL0006754465001
CHAD BIERBAUM, DDS, LLC
Form 5500-SF
FILING_RECEIVED
CHAD BIERBAUM, DDS, LLC 401(K) PROFIT SHARING
401(k) retirement plan
Active participants
16
Accounts w/ balance
17
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 CHAD BIERBAUM, DDS, LLC.
Plan sponsor
Name
CHAD BIERBAUM, DDS, LLC
EIN
81-4885449
Address
8974 COLUMBIA ROAD · LOVELAND, OH · 45140
Phone
(513) 683-5405
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
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
STEVE S. LIM DMD A DENTAL CORP
STEVE S. LIM, DMD A DENTAL CORP 401(K) PROFIT SHARING PLAN
$2.1M · 16 participants
SANTA MONICA CENTER FOR ORAL SURGERY AND DENTAL IMPLANTS
SANTA MONICA CENTER FOR ORAL SURGERY AND DENTAL IMPLANTS CASH BALANCE PENSION PLAN
$2.1M · 19 participants
ADVANCED ENDODONTICS, LLC
ADVANCED ENDODONTICS, LLC CASH BALANCE PLAN
$2.1M · 7 participants
SUNFLOWER SMILES PEDIATRIC DENTISTRY LLC
MICHAEL BROWNING DDS 401(K) PROFIT SHARING PLAN
$2.1M · 12 participants
MICHAEL H. CRIAL, D.M.D., INC.
MICHAEL H. CRIAL, D.M.D., INC. PROFIT SHARING PLAN
$2.1M · 3 participants
BOB STEWART,DDS AND ASSOCIATES, PA
BOB STEWART,DDS AND ASSOCIATES, PA PROFIT SHARING PLAN
$2.1M · 5 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants