Plan Snapshot
- Plan Sponsor: Bend Surgery Center, LLC
- Sponsor EIN: 911772048
- Sponsor Address: 1342 NE MEDICAL CENTER DRIVE, BEND, OR, 97701
- Plan Type: DC
- Total Participants: 137
- Total Assets: $10.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 137 | $10.8M | $516,090 | $833,576 |
| 2023 | 139 | $10.7M | $498,905 | $822,656 |
| 2022 | 146 | $8.5M | $410,417 | $780,878 |
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 |
|---|---|---|---|---|
| JONES & ROTH P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $52,153 | $25,117 | — | — | — |
| 2023 | $47,235 | $22,098 | — | — | — |
| 2022 | $48,002 | — | — | — | — |