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  2. THREE RIVERS ORAL AND FACIAL SURGERY, LLC
Sponsor portfolio

THREE RIVERS ORAL AND FACIAL SURGERY, LLC

EIN 36-4919837-medical practice-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
38
6464 SW BORLAND ROAD, SUITE D-3 - TUALATIN, OR 97062503-692-5654threeriversofs.comLinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$853K - 20 part#002CashBalance-$604K - 18 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • TROFS 401(K) (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TROFS 401(K) (#001)20
  • CASH BALANCE PLAN (#002)18
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#001

TROFS 401(K) PLAN

401k

Assets$853K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TROFS CASH BALANCE PLAN

CashBalance

Assets$604K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TROFS 401(K) PLAN401k$853K202024
002TROFS CASH BALANCE PLANCashBalance$604K182024
Retirement plans
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