· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
RIVERSIDE ORAL AND MAXILLOFACIAL SURGERY, LLC — RIVERSIDE ORAL AND MAXILLOFACIAL SURGERY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002150653NAL0000626545001
RIVERSIDE ORAL AND MAXILLOFACIAL SURGERY, LLC
Form 5500-SF
FILING_RECEIVED
RIVERSIDE ORAL AND MAXILLOFACIAL SURGERY 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
20
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
RIVERSIDE ORAL AND MAXILLOFACIAL SURGERY, LLC
.
Find decision makers
Plan sponsor
Name
RIVERSIDE ORAL AND MAXILLOFACIAL SURGERY, LLC
EIN
93-3056499
Address
8220 SW WARM SPRINGS STREET #100 · TUALATIN, OR · 97062
Phone
(503) 553-3333
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
SARAH A. SMITH, DDS
SARAH A. SMITH, DDS PROFIT SHARING PLAN
$2.3M · 6 participants
KNOELL FAMILY DENTISTRY, S.C.
KNOELL FAMILY DENISTRY 401(K) RETIREMENT PLAN
$2.3M · 7 participants
LARRY J WHISENANT, PC
LARRY J WHISENANT, PC PROFIT SHARING PLAN
$2.3M · 16 participants
CARUSO ORTHODONTICS, P.C.
CARUSO ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN
$2.3M · 21 participants
ROBERT NORRIS DDS PA
ROBERT NORRIS, DDS, 401(K) 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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 11 participants
AMY E. STONE, D.D.S., P.C.
TULSA ENDODONTIC ASSOCIATES 401(K) RETIREMENT PLAN
$2.3M · 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
