· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEVENSON SMITH, DMD, LLC — STEVENSON SMITH, DMD, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251009171317NAL0011967760001
STEVENSON SMITH, DMD, LLC
Form 5500-SF
FILING_RECEIVED
STEVENSON SMITH, DMD, LLC 401(K) PLAN
401(k) retirement plan
Active participants
13
Accounts w/ balance
15
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEVENSON SMITH, DMD, LLC
.
Find decision makers
Plan sponsor
Name
STEVENSON SMITH, DMD, LLC
EIN
87-1472848
Address
2565 CAL YOUNG ROAD · EUGENE, OR · 97401
Phone
(541) 342-2477
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
YVONNE M. ROCHON PEDIATRIC DENTAL PRACTICE, INC.
YVONNE M. ROCHON PEDIATRIC DENTAL PRACTICE, INC. PROFIT SHARING PLAN
$1.0M · 7 participants
D & P DENTISTRY, LLC
D & P DENTISTRY, LLC 401K PS PLAN
$1.0M · 17 participants
DR. WADE G. WINKER, DDS
DR. WADE G. WINKER, DDS CASH BALANCE PLAN
$1.0M · 1 participants
KRISTINE YOSHIDA, DDS, INC.
SUMMIT DENTAL 401(K) PLAN
$1.0M · 5 participants
CHARLES B. BURCH, JR, DMD
CHARLES B. BURCH, JR, DMD 401(K) PROFIT SHARING PLAN & TRUST
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 6 participants
RUSSELL G. ONEAL, MD, LLC
RUSSELL G. O'NEAL, MD, LLC 401K PLAN
$1.0M · 7 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
