# Bend Memorial Clinic, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/bend-memorial-clinic-p-c-401k-plan

> Bend Memorial Clinic, P.C.'s 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [ALDRICH CPAS AND ADVISORS](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bend-memorial-clinic-p-c-401k-plan)

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