Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UMPQUA NEUROLOGY, P.C.
EIN 81-3713054Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
10
1813 WEST HARVARD AVENUE, STE 434 - ROSEBURG, OR 97471541-440-5320
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 10 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
UMPQUA NEUROLOGY, P.C. CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UMPQUA NEUROLOGY, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$934K
Participants5
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 | UMPQUA NEUROLOGY, P.C. CASH BALANCE RETIREMENT PLAN | CashBalance | $1.1M | 5 | 2025 | |
| 001 | UMPQUA NEUROLOGY, P.C. 401(K) PROFIT SHARING PLAN | 401k | $934K | 5 | 2025 |
Retirement plans