How big is Clayton Schwinke, DDS, LLC's plan?

Clayton Schwinke, DDS, LLC's plan reported $523K in assets and 19 participants for 2024.

Original filing (PDF)20250728121921NAL0004630898001

Clayton Schwinke, DDS, LLC

Name: Clayton Schwinke, DDS, LLC — Retirement Income, Form 5500 (2024)
Creator: Clayton Schwinke, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Income Security Plan-BURR Oak Family Dental

401(k) retirement plan · Clayton Schwinke, DDS, LLC's Retirement Income Security Plan-BURR Oak Family Dental held $523K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$523K

Net assets (EOY)

$523K

People on this filing

Steven Stout signed Clayton Schwinke, DDS, LLC's 2024 Form 5500 as plan administrator.

Steven Stout — 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

Clayton Schwinke, DDS, LLC's EIN is 86-2259492.

EIN 86-2259492

Plan number 001

Plan year 2024

ACK ID 20250728121921NAL0004630898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Clayton Schwinke, DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Clayton Schwinke, DDS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAYTON SCHWINKE, DDS, LLC.

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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