Retirement plan

OREGON IMAGING CENTERS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

Name: OREGON IMAGING CENTERS, L.L.C. - OREGON IMAGING CENTERS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: OREGON IMAGING CENTERS, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OREGON IMAGING CENTERS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST, OREGON IMAGING CENTERS, L.L.C.

OREGON IMAGING CENTERS, L.L.C.EIN 93-1054138Plan #001PY 2024

1200 HILYARD STREET, SUITE 330 - EUGENE, OR 97401541-687-7134LinkedIn51-200 employeeshospital & health care

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$14.1M

+18.6% from 2023

Total participants

213

+13.9% from 2023

Average account balance

$83,584

-4.5% from 2023

Annual return

13.45%

-3.82 pp from 2023

Benchmarks

See 6,026 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,026 peers

Snapshot2024

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Analytics

Total assets (EOY)

Plan-year ending balance

$14.13M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

169

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.

74.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$197

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL2 years Service code 60 · EIN 04-2647786	Sub-TA Fees	$20,510
SITTNER & NELSON LLC1 year Service code 27 · EIN 27-1606901	Advisory (Plan)	$11,958

Plan features & details

Pension benefit codes2A2E2F2G2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$33K

$192 / participant

Recordkeeping$21K61.6%
Investment mgmt$13K38.4%

% of EOY assets

0.236%

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: JONES & ROTH, P.C.
Auditor EIN: 930819646
Audit fees: $0
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,584

$55,415+50.8%

$155,509-46.3%

$74,495+12.2%

Participation rate

74.6%

61.9%+12.7pp

78.2%-3.6pp

67.2%+7.4pp

Annual return

13.45%

268.50%-255.0pp

64.67%-51.2pp

1364.94%-1351.5pp

Employer contribution / active EE

$3,910

$2,267+72.5%

$4,672-16.3%

$2,623+49.1%

Participant deferral / active EE

$3,389

$2,836+19.5%

$5,626-39.8%

$4,346-22.0%

Admin fee / account holder

$197

$1,738-88.7%

$15,912-98.8%

$1,942-89.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Service code 60 · EIN 04-2647786

Sub-TA Fees

$20,510

SITTNER & NELSON LLC1 year

Service code 27 · EIN 27-1606901

Advisory (Plan)

$11,958

OREGON IMAGING CENTERS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OREGON IMAGING CENTERS, L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST

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