Plan Snapshot
- Plan Sponsor: Oncology Associates Of Oregon, P.C.
- Sponsor EIN: 930746296
- Sponsor Address: 520 COUNTRY CLUB ROAD, EUGENE, OR, 97401
- Plan Type: DB
- Total Participants: 131
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $14.3M | $2.4M | $0 |
| 2023 | 132 | $11.3M | $2.1M | $0 |
| 2022 | 105 | $8.6M | $2.0M | $0 |
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 |
|---|---|---|---|---|
| FAW CASSON & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FAW CASSON & CO., LLP — 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 | $36,967 | $36,967 | — | — | — |
| 2023 | $27,594 | $27,594 | — | — | — |
| 2022 | $23,090 | $23,090 | — | — | — |