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 (2025) 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 2025

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

Prospect flagsHigh feesHigh assets / participantFailed to transmit contributions

How to read this page

Total assets (EOY)

$404.5M

+4.9% from 2024

Total participants

348

-2.2% from 2024

Average account balance

$1,162,461

+7.0% from 2024

Annual return

14.87%

+1.74 pp from 2024

Benchmarks

See 3,389 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort3,389 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$404.54M

Not enough data

1 years with asset history on file

Average account balance

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

$1.2M

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.

348

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.35M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$64K

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

+14.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$327

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
ALDRICH WEALTH LIMITED PARTNERSHIP8 years Service code 27 PO BOX 35142 LB 1035 · SEATTLE, WA 981245142	Advisory (Plan)	$75,000
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping	$38,969
THE LAM GROUP, INC2 years Filed as: THE LAM GROUP INC Service code 99 · EIN 13-3898451	Other Fees	$22,854
SKYLINE FINANCIAL NORTHWEST1 year Filed as: SKYLINE FINANCIAL NORTHWEST IN Service code 99 · EIN 26-2093287	Other Fees	$9,083
TRU INDEPENDENCE ASSET MANAGEM1 year Service code 99 · EIN 30-0876840	Other Fees	$4,955
ASSETMARK RETIREMENT SERVICES, INC.1 year Filed as: ASSETMARK INC Service code 99 · EIN 58-2113323	Other Fees	$4,394
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$1,654

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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$114K

$648 / participant

Recordkeeping$39K34.2%
Investment mgmt$75K65.8%

% of EOY assets

0.028%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

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

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,162,461

$49,915+2228.9%

$154,803+650.9%

$74,304+1464.5%

Participation rate

100.0%

54.0%+46.0pp

78.1%+21.9pp

60.3%+39.7pp

Annual return

14.87%

34.06%-19.2pp

58.88%-44.0pp

29.43%-14.6pp

Employer contribution / active EE

$58,298

$1,611+3518.1%

$4,305+1254.0%

$2,241+2501.2%

Participant deferral / active EE

$6,183

$2,255+174.2%

$5,540+11.6%

$3,767+64.1%

Admin fee / account holder

$327

$2,189-85.0%

$14,329-97.7%

$2,969-89.0%

Provider

Service type

Compensation

ALDRICH WEALTH LIMITED PARTNERSHIP8 years

Service code 27

PO BOX 35142 LB 1035 · SEATTLE, WA 981245142

Advisory (Plan)

$75,000

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 15

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping

$38,969

THE LAM GROUP, INC2 years

Filed as: THE LAM GROUP INC

Service code 99 · EIN 13-3898451

Other Fees

$22,854

SKYLINE FINANCIAL NORTHWEST1 year

Filed as: SKYLINE FINANCIAL NORTHWEST IN

Service code 99 · EIN 26-2093287

Other Fees

$9,083

TRU INDEPENDENCE ASSET MANAGEM1 year

Service code 99 · EIN 30-0876840

Other Fees

$4,955

ASSETMARK RETIREMENT SERVICES, INC.1 year

Filed as: ASSETMARK INC

Service code 99 · EIN 58-2113323

Other Fees

$4,394

CHARLES SCHWAB & CO., INC.3 years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$1,654

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