How big is ERIN Estep DMD, PC's plan?

ERIN Estep DMD, PC's plan reported $175K in assets and 8 participants for 2024.

Original filing (PDF)20251010111420NAL0008023633001

ERIN Estep DMD, PC

Name: ERIN Estep DMD, PC — ERIN Estep DMD, PC 401(k) Plan, Form 5500 (2024)
Creator: ERIN Estep DMD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ERIN Estep DMD, PC 401(k) Plan

Defined-contribution retirement plan · ERIN Estep DMD, PC's ERIN Estep DMD, PC 401(k) Plan held $175K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

People on this filing

Richard Tatum signed ERIN Estep DMD, PC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ERIN Estep DMD, PC's EIN is 82-3063046.

EIN 82-3063046

Plan number 001

Plan year 2024

ACK ID 20251010111420NAL0008023633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ERIN Estep DMD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ERIN Estep DMD, PC's plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIN ESTEP DMD, PC.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ERIN ESTEP DMD, PC

EIN

all filings

Address

1611 J ST. · SPRINGFIELD, OR · 97477

Phone

(541) 515-6631

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator