Retirement plan

OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN

Name: OREGON ANESTHESIOLOGY GROUP, P.C. - OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: OREGON ANESTHESIOLOGY GROUP, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN, OREGON ANESTHESIOLOGY GROUP, P.C.

OREGON ANESTHESIOLOGY GROUP, P.C.EIN 93-1013923Plan #001PY 2024

707 S W WASHINGTON ST, SUITE 700 - PORTLAND, OR 97205503-299-9906oagpc.comLinkedIn201-500 employeeshospital & health care

Other plans on this EIN

1 filing

#002Retirement-$9.1M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$385.8M

+1.8% from 2023

Total participants

356

-12.7% from 2023

Average account balance

$1,086,704

+16.9% from 2023

Annual return

13.13%

-3.86 pp from 2023

Benchmarks

See 6,007 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,007 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$385.78M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.1M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

355

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.52M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$59K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.13%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$511

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907	Recordkeeping	$80,387
ALDRICH WEALTH LIMITED PARTNERSHIP7 years Service code 27 PO BOX 35142 · SEATTLE, WA 981245142	Advisory (Plan)	$74,999
THE LAM GROUP, INC1 year Filed as: THE LAM GROUP INC Service code 99 · EIN 13-3898451	Other Fees	$21,102
SKYLINE FINANCIAL NORTHWEST1 year Filed as: SKYLINE FINANCIAL NORTHWEST INC Service code 99 · EIN 26-2093287	Other Fees	$8,330
TRU INDEPENDENCE ASSET MANAGEMENT1 year Service code 99 · EIN 30-0876840	Other Fees	$5,341
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782	Securities brokerage; Shareholder ser...	$1,754

Plan features & details

Pension benefit codes2E2F2G2J2R2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$181K

$930 / participant

Recordkeeping$80K44.3%
Investment mgmt$75K41.3%
Other / not subdivided$26K14.4%

% of EOY assets

0.047%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,086,704

$55,446+1859.9%

$155,574+598.5%

$74,429+1360.1%

Participation rate

99.5%

61.9%+37.6pp

78.2%+21.3pp

67.2%+32.3pp

Annual return

13.13%

269.20%-256.1pp

64.87%-51.7pp

1368.38%-1355.3pp

Employer contribution / active EE

$52,485

$2,266+2216.1%

$4,676+1022.5%

$2,625+1899.5%

Participant deferral / active EE

$6,584

$2,836+132.2%

$5,629+17.0%

$4,348+51.4%

Admin fee / account holder

$511

$1,743-70.7%

$15,914-96.8%

$1,944-73.7%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 15 · EIN 84-0467907

Recordkeeping

$80,387

ALDRICH WEALTH LIMITED PARTNERSHIP7 years

Service code 27

PO BOX 35142 · SEATTLE, WA 981245142

Advisory (Plan)

$74,999

THE LAM GROUP, INC1 year

Filed as: THE LAM GROUP INC

Service code 99 · EIN 13-3898451

Other Fees

$21,102

SKYLINE FINANCIAL NORTHWEST1 year

Filed as: SKYLINE FINANCIAL NORTHWEST INC

Service code 99 · EIN 26-2093287

Other Fees

$8,330

TRU INDEPENDENCE ASSET MANAGEMENT1 year

Service code 99 · EIN 30-0876840

Other Fees

$5,341

CHARLES SCHWAB & CO., INC.2 years

Service code 33 · EIN 94-1737782

Securities brokerage; Shareholder ser...

$1,754

OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON ANESTHESIOLOGY GROUP, P.C. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion