· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DR. ROBERT H. STEPHENSON, DDS, PC — ROBERT H. STEPHENSON, DDS, PC DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013121559NAL0000580195001
DR. ROBERT H. STEPHENSON, DDS, PC
Form 5500-SF
FILING_RECEIVED
ROBERT H. STEPHENSON, DDS, PC DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
86
/ 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
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DR. ROBERT H. STEPHENSON, DDS, PC
.
Find decision makers
Plan sponsor
Name
DR. ROBERT H. STEPHENSON, DDS, PC
EIN
93-1083818
Address
700 COUNTRY CLUB RD · EUGENE, OR · 97401
Phone
(541) 343-8527
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
MARAT M KOYFMAN DMD PA
MARAT M KOYFMAN DMD PA 401(K) PLAN
$2.4M · 10 participants
NORWALK FAMILY DENTISTRY, LLC
NORWALK FAMILY DENTISTRY, LLC SAFE HARBOR 401(K) PLAN
$2.4M · 22 participants
KEVIN W. GILCHRIST, DDS, PLLC
KEVIN W. GILCHRIST, DDS, PLLC 401(K) PLAN
$2.4M · 15 participants
DONNA M. THOMPSON, D.D.S., P.C.
THOMPSON DDS 401(K) PROFIT SHARING PLAN
$2.4M · 7 participants
RANDALL J. EGGERT, D.D.S., P.S.
RANDALL J. EGGERT, D.D.S., P.S. 401(K) PROFIT SHARING PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
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.
$2.4M · 9 participants
FIANDACA PERIODONTICS, P.C.
FIANDACA PERIODONTICS, P.C. 401(K) PLAN
$2.4M · 6 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
