Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OREGON CENTER FOR VAGINAL EXCELLENCE, INC. DBA HEARTFELT OBSTETRICS &
EIN 27-3396130Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
36
2640 BIEHN ST STE 1 - KLAMATH FALLS, OR 976011181541-205-6890
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 36 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#001
HEARTFELT OBSTETRICS & GYNECOLOGY 401(K) PLAN
401k
Assets$3.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEARTFELT OBSTETRICS & GYNECOLOGY CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEARTFELT OBSTETRICS & GYNECOLOGY 401(K) PLAN | 401k | $3.3M | 21 | 2025 | |
| 002 | HEARTFELT OBSTETRICS & GYNECOLOGY CASH BALANCE PLAN | CashBalance | $1.0M | 15 | 2025 |
Retirement plans