Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OREGON FAMILY HEALTH, LLC
EIN 26-0210534medical practiceLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
28
607 SE JEFFERSON ST - DALLAS, OR 97338503-623-1200oregonfamilyhealth.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COMPASS MEDICAL CLINIC RETIREMENT PLAN
CashBalance
Assets$1.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
COMPASS MEDICAL CLINIC 401(K) PROFIT SHARING PLAN
401k
Assets$759K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMPASS MEDICAL CLINIC RETIREMENT PLAN | CashBalance | $1.7M | 10 | 2024 | |
| 001 | COMPASS MEDICAL CLINIC 401(K) PROFIT SHARING PLAN | 401k | $759K | 18 | 2024 |
Retirement plans