# Bend Surgery Center, LLC DC Plan
Source: https://planprovider.pro/companies/bend-surgery-center-llc-plan-001

> Bend Surgery Center, LLC's DC plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/jones-and-roth-pc) — 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|—|—|—|—|

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