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Sponsor portfolio

OREGON RETINA SPECIALISTS, LLC

EIN 35-2323010-medical practice-Latest filing 2025
Plans
3
Retirement
3
$3.5M assets
Welfare
0
Participants
38
1518 E BARNETT RD - MEDFORD, OR 97504541-770-2020LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#003TraditionalDB-$2.4M - 11 part#001401k-$1.1M - 16 part#004ProfitSharing-$87K - 11 part

Retirement portfolio analytics

3 plans aggregated / $3.5M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • DEFINED BENEFIT PENSION (#003)67%
  • 401(K) PS PLAN (#001)31%
  • PROFIT SHARING PLAN (#004)2%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#001)16
  • DEFINED BENEFIT PENSION (#003)11
  • PROFIT SHARING PLAN (#004)11
Total 38Click 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#003

OREGON RETINA SPECIALISTS, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.4M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OREGON RETINA SPECIALISTS LLC 401(K) PS PLAN

401k

Assets$1.1M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

OREGON RETINA SPECIALISTS, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$87K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003OREGON RETINA SPECIALISTS, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$2.4M112024
001OREGON RETINA SPECIALISTS LLC 401(K) PS PLAN401k$1.1M162025
004OREGON RETINA SPECIALISTS, LLC PROFIT SHARING PLANProfitSharing$87K112024
Retirement plans
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