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PROGRESSIVE PERIODONTICS — PROGRESSIVE PERIODONTICS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250401090522NAL0013099314001
PROGRESSIVE PERIODONTICS
Form 5500-SF
FILING_RECEIVED
PROGRESSIVE PERIODONTICS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
5
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
87
/ 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
PROGRESSIVE PERIODONTICS
.
Find decision makers
Plan sponsor
Name
PROGRESSIVE PERIODONTICS
EIN
93-1302564
Address
12025 SW 70TH AVE. · TIGARD, OR · 97223
Phone
(503) 924-6505
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
2025-04-01
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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LAURA MORGAN ORTHODONTICS, PLLC
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$1.4M · 8 participants
PARK DENTAL MANAGEMENT CO.
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JOELLE W LEWIS DDS PC
JOELLE W LEWIS DDS PC 401(K) PLAN
$1.4M · 10 participants
ANDREW S. CHOI DDS, APC
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JAY RUBIN, DMD, PLLC
JAY RUBIN, DMD RETIREMENT TRUST
$1.4M · 12 participants
90
Knocking points off
No active participants reported but plan still holds assets.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NICHOLE C MARTIN DMD PLLC
NICHOLE C MARTIN DMD PLLC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 11 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
