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STEPHEN P. CLEMENS, D.M.D., P.C. — STEPHEN PATRICK CLEMENS, DMD, PC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251007152359NAL0002784435001
STEPHEN P. CLEMENS, D.M.D., P.C.
Form 5500-SF
FILING_RECEIVED
STEPHEN PATRICK CLEMENS, DMD, PC 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
STEPHEN P. CLEMENS, D.M.D., P.C.
.
Find decision makers
Plan sponsor
Name
STEPHEN P. CLEMENS, D.M.D., P.C.
EIN
90-0824428
Address
3800 SW CEDAR HILLS BLVD., STE 180 · BEAVERTON, OR · 97005
Phone
(503) 574-3300
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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
MT. PLEASANT DENTAL ASSOCIATES, PLLC
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$2.5M · 12 participants
JIHAME M. RIAD, DDS
JIHANE M. RIAD, DDS RETIREMENT PLAN
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THE HILLS DENTAL ASSOCIATES
HIBBELN & KOWAL DENTAL 401(K) PROFIT SHARING PLAN
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SPROUTS LEARNING ACADEMY
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AIRPORT DENTAL
AIRPORT DENTAL 401(K) P/S PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 5 participants
CARLSON DENTAL PLLC
CARLSON FAMILY DENTISTRY, P.C. 401(K) PLAN
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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
