Assets by plan
Share of aggregate retirement assets
Filings through .
Southern Oregon Neurosurgical & Spine Associates PC
EIN 45-2611962medical practiceLatest filing 2025
Plans
2
Retirement
2
$10.8M assets
Health & Benefits
0
Participants
70
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.8M assets / 70 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES PC 401(K) PLAN
401(k)
Assets$6.6M
Participants47
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES PC CASH BALANCE PLAN
Cash balance
Assets$4.3M
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES PC 401(K) PLAN | 401(k) | $6.6M | 47 | 2025 |
| #002 | SOUTHERN OREGON NEUROSURGICAL & SPINE ASSOCIATES PC CASH BALANCE PLAN | Cash balance | $4.3M | 23 | 2024 |
- #001 · 401(k) · 202547
- #002 · Cash balance · 202423
Retirement plans