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Sponsor portfolio

NORTHWEST MEDICAL SPECIALISTS

EIN 20-1296836-medical practice-Latest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
56
2115 NE WYATT CT STE 201 - BEND, OR 977017680541-585-2400LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.9M - 31 part#002CashBalance-$608K - 25 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 56 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PLAN & TRUST (#001)87%
  • CASH BALANCE PLAN (#002)13%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)31
  • CASH BALANCE PLAN (#002)25
Total 56Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORTHWEST MEDICAL SPECIALISTS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.9M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORTHWEST MEDICAL SPECIALISTS, LLC CASH BALANCE PLAN

CashBalance

Assets$608K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORTHWEST MEDICAL SPECIALISTS 401(K) PROFIT SHARING PLAN & TRUST401k$3.9M312024
002NORTHWEST MEDICAL SPECIALISTS, LLC CASH BALANCE PLANCashBalance$608K252024
Retirement plans
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