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  2. SOUTH COAST ORTHOPAEDIC ASSOC. , P.C.
Sponsor portfolio

SOUTH COAST ORTHOPAEDIC ASSOC. , P.C.

EIN 93-0643297-public relations and communications-Latest filing 2024
Plans
2
Retirement
2
$9.7M assets
Welfare
0
Participants
58
2699 N 17TH STREET - COOS BAY, OR 974202194541-266-3600southcoastorthopaedic.netLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
2 filings
#003401k-$9.0M - 44 part#004CashBalance-$683K - 14 part

Retirement portfolio analytics

2 plans aggregated / $9.7M assets / 58 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PROFIT SHARING PLAN (#003)93%
  • CASH BALANCE PLAN (#004)7%
Total $9.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)44
  • CASH BALANCE PLAN (#004)14
Total 58Click 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#003

SOUTH COAST ORTHOPAEDIC ASSOC. , P. C. 401(K) PROFIT SHARING PLAN

401k

Assets$9.0M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SOUTH COAST ORTHOPAEDIC ASSOC. , P.C. CASH BALANCE PLAN

CashBalance

Assets$683K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SOUTH COAST ORTHOPAEDIC ASSOC. , P. C. 401(K) PROFIT SHARING PLAN401k$9.0M442024
004SOUTH COAST ORTHOPAEDIC ASSOC. , P.C. CASH BALANCE PLANCashBalance$683K142024
Retirement plans
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