Original filing (PDF)20250416220923NAL0000285185076

COLIN A DOLE DMD LLC

Name: COLIN A DOLE DMD LLC — EDELWEISS DENTAL 401(K) PLAN, Form 5500 (2024)
Creator: COLIN A DOLE DMD LLC

Form 5500-SF

FILING_RECEIVED

EDELWEISS DENTAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

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.

Decision-maker contacts

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

Plan sponsor

Name

COLIN A DOLE DMD LLC

EIN

85-0670610all filings

Address

2534 SW RAVENSVIEW DRIVE · PORTLAND, OR · 97201

Phone

(208) 790-0454

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

WEST LAKE DENTAL, P. C.

WEST LAKE DENTAL, P. C. 401(K) PLAN

$552K · 10 participants

PERIODONTAL SPECIALISTS OF NEW JERSEY, LLC

HILLSBOROUGH PERIODONTICS & DENTAL IMPLANTS PROFIT SHARING PLAN

$552K · 2 participants

GREGORY P. THOMAS, DDS, MD, P.C.

CHICAGO ORAL & MAXILLOFACIAL SURGERY, LTD CASH BALANCE PLAN

$552K · 8 participants

JENNIFER W. TAYLOR, DDS., PA

JENNIFER W. TAYLOR, DDS., PA 401(K) P/S PLAN

$552K · 6 participants

GREGORY D HELLMANN DMD LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.