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CATARACT & LASER INSTITUTE OF SOUTHERN OREGON PC

EIN 93-0591266-medical practice-Latest filing 2025
Plans
3
Retirement
3
$7.8M assets
Welfare
0
Participants
114
1408 E. BARNETT ROAD - MEDFORD, OR 975048279541-779-2020LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$6.3M - 47 part#002CashBalance-$1.2M - 34 part#003CashBalance-$352K - 33 part

Retirement portfolio analytics

3 plans aggregated / $7.8M assets / 114 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING P (#001)80%
  • PC CASH BALANCE (#002)16%
  • BALANCE RETIREMENT PLAN (#003)4%
Total $7.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING P (#001)47
  • PC CASH BALANCE (#002)34
  • BALANCE RETIREMENT PLAN (#003)33
Total 114Click 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

CATARACT & LASER INSTITUTE OF SOUTHERN OREGON, PC 401K PROFIT SHARING P

401k

Assets$6.3M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CATARACT & LASER INSTITUTE OF SOUTHERN OREGON PC CASH BALANCE

CashBalance

Assets$1.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CATARACT & LASER INSTITUTE OF SOUTHERN OREGON PC CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$352K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CATARACT & LASER INSTITUTE OF SOUTHERN OREGON, PC 401K PROFIT SHARING P401k$6.3M472025
002CATARACT & LASER INSTITUTE OF SOUTHERN OREGON PC CASH BALANCECashBalance$1.2M342024
003CATARACT & LASER INSTITUTE OF SOUTHERN OREGON PC CASH BALANCE RETIREMENT PLANCashBalance$352K332025
Retirement plans
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