Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
OREGON SURGICAL SPECIALTY MANAGEMENT GROUP LLC
EIN 83-0652273Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
89
1550 NE 27TH STREET, SUITE 120 - BEND, OR 97701541-480-5630
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 89 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
OREGON SURGICAL SPECIALTY MANAGEMENT GROUP LLC 401(K) PLAN
401k
Assets$4.0M
Participants59
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
OREGON SURGICAL SPECIALTY MANAGEMENT GROUP LLC CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OREGON SURGICAL SPECIALTY MANAGEMENT GROUP LLC 401(K) PLAN | 401k | $4.0M | 59 | 2025 | |
| 002 | OREGON SURGICAL SPECIALTY MANAGEMENT GROUP LLC CASH BALANCE PLAN | CashBalance | $3.0M | 30 | 2025 |
Retirement plans