Back to filter
Original filing (PDF)20251117164848NAL0002721824001
C. SCOTT GRAHAM, D.O. P.C.
Form 5500-SF
FILING_RECEIVED
C. SCOTT GRAHAM, D.O. P.C. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.1 mo
Active participants
7
Accounts w/ balance
10
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
88
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. SCOTT GRAHAM, D.O. P.C..
Plan sponsor
Name
C. SCOTT GRAHAM, D.O. P.C.
EIN
93-1273469
Address
620 S. J STREET, SUITE 2 · LAKEVIEW, OR · 97630
Phone
(541) 947-2331
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-11-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Offices of Dentists plans
DEBORAH L. BEATY, DDS, PC
D & T DENTISTRY 401(K) PLAN AND TRUST
$3.2M · 8 participants
TED W JOLLEY DDS PLLC
TED W JOLLEY DDS PLLC PROFIT SHARING PLAN
$3.2M · 7 participants
JASON L. WEBB, P.C
JASON L. WEBB, P.C. RETIREMENT PLAN & TRUST
$3.2M · 11 participants
ANCHOR BAY FAMILY DENTAL_PLLC DB
ANCHOR BAY DENTAL ASSOCIATES 401(K) PLAN
$3.2M · 17 participants
JEFFREY D. SHAWBERRY, D.D.S., INC.
JEFFREY D. SHAWBERRY, D.D.S., INC. 401(K) PROFIT SHARING PLAN
$3.2M · 15 participants
SHELLY ORTHODONTICS PC
SHELLY ORTHODONTICS, PC 401(K) PROFIT SHARING PLAN
$3.2M · 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