Plan Snapshot
- Plan Sponsor: Bend Memorial Clinic, P.C.
- Sponsor EIN: 680637976
- Sponsor Address: 1501 NE MEDICAL CENTER DRIVE, BEND, OR, 97701
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $61.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 183 | $61.9M | $2.9M | $2.7M |
| 2023 | 167 | $54.3M | $2.7M | $2.5M |
| 2022 | 148 | $42.9M | $2.5M | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $5,529 | — | $5,529 |
| ALDRICH CPAS AND ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- ALDRICH CPAS AND ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,529
- Estimated Expense Ratio: 0.009% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,529 | $5,079 | — | — | — |
| 2023 | $1,949 | $1,574 | — | — | — |
| 2022 | $8,669 | — | — | — | — |