How big is Willamette Valley Periodontics' plan?

Willamette Valley Periodontics' plan reported $236K in assets and 4 participants for 2024.

Original filing (PDF)20250707145050NAL0002049363001

Willamette Valley Periodontics

Name: Willamette Valley Periodontics — Willamette Valley, Form 5500 (2024)
Creator: Willamette Valley Periodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willamette Valley Periodontics 401(k) Plan

401(k) retirement plan · Willamette Valley Periodontics' Willamette Valley Periodontics 401(k) Plan held $236K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

Plan identifiers

Willamette Valley Periodontics' EIN is 87-2884419.

EIN 87-2884419

Plan number 001

Plan year 2024

ACK ID 20250707145050NAL0002049363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willamette Valley Periodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Willamette Valley Periodontics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLAMETTE VALLEY PERIODONTICS.

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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

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 (96th percentile).

Plan sponsor

Name

WILLAMETTE VALLEY PERIODONTICS

EIN

all filings

Address

2260 SW 2ND ST. · MCMINNVILLE, OR · 97218

Phone

(503) 474-9888

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator