Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOUTHERN OREGON ORTHOPEDICS, INC.
EIN 93-0587572hospital & health careLatest filing 2024
Plans
2
Retirement
2
$36.8M assets
Welfare
0
Participants
560
2780 E. BARNETT ROAD SUITE 200 - MEDFORD, OR 97504541-608-2538oregonortho.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $36.8M assets / 560 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
73%top
- (Not disclosed)73%
- PRINCIPAL LIFE INSURANCE COMPANY27%
Participants 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
SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$26.8M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SOUTHERN OREGON ORTHOPEDICS, INC. CASH BALANCE PLAN
CashBalance
Assets$10.0M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN OREGON ORTHOPEDICS, INC. 401(K) PROFIT SHARING PLAN | 401k | $26.8M | 315 | 2024 | |
| 003 | SOUTHERN OREGON ORTHOPEDICS, INC. CASH BALANCE PLAN | CashBalance | $10.0M | 245 | 2024 |
Retirement plans
Welfare plans