How big is Shepard J. Delong, DMD, LLC's plan?

Shepard J. Delong, DMD, LLC's plan reported $813K in assets and 3 participants for 2024.

Original filing (PDF)20251003162236NAL0000966899001

Shepard J. Delong, DMD, LLC

Name: Shepard J. Delong, DMD, LLC — Centerpointe Dental, Form 5500 (2024)
Creator: Shepard J. Delong, DMD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centerpointe Dental 401(k) Profit Sharing Plan

401(k) retirement plan · Shepard J. Delong, DMD, LLC's Centerpointe Dental 401(k) Profit Sharing Plan held $813K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$813K

Net assets (EOY)

$813K

Plan identifiers

Shepard J. Delong, DMD, LLC's EIN is 81-5455545.

EIN 81-5455545

Plan number 001

Plan year 2024

ACK ID 20251003162236NAL0000966899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shepard J. Delong, DMD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shepard J. Delong, DMD, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEPARD J. DELONG, DMD, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SHEPARD J. DELONG, DMD, LLC

EIN

all filings

Address

5 CENTERPOINTE DRIVE, SUITE 260 · LAKE OSWEGO, OR · 97035

Phone

(503) 684-4174

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator