Plan Snapshot
- Plan Sponsor: Central Oregon Pediatric Associates, LLP
- Sponsor EIN: 930731016
- Sponsor Address: 2200 NE PROFESSIONAL COURT, BEND, OR, 97701
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 144 | $16.1M | $724,089 | $685,357 |
| 2023 | 156 | $14.0M | $674,796 | $657,967 |
| 2022 | 117 | $11.4M | $560,778 | $533,390 |
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 | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JONES & ROTH — 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 | $88,051 | $31,550 | $45,043 | — | — |
| 2023 | $74,530 | $24,730 | $42,148 | — | — |
| 2022 | $73,326 | $44,688 | $21,600 | — | — |