Plan Snapshot
- Plan Sponsor: Oregon Anesthesiology Group, P.C.
- Sponsor EIN: 931013923
- Sponsor Address: 707 SW WASHINGTON ST STE 700 SUITE, PORTLAND, OR, 97205
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 348
- Total Assets: $404.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 348 | $404.5M | $0 | $0 |
| 2024 | 195 | $385.8M | $10.2M | $1.3M |
| 2023 | 213 | $379.1M | $14.1M | $1.2M |
| 2022 | 263 | $350.9M | $14.9M | $1.4M |
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 |
|---|---|---|---|---|
| ALDRICH WEALTH LIMITED PARTNERSHIP | Other Service Provider | $75,000 | — | $75,000 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $38,969 | — | $38,969 |
| THE LAM GROUP INC | Other Service Provider | $22,854 | — | $22,854 |
| SKYLINE FINANCIAL NORTHWEST IN | Other Service Provider | $9,083 | — | $9,083 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,906
- Estimated Expense Ratio: 0.036% 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 |
|---|---|---|---|---|---|
| 2025 | $50,089,806 | $75,000 | — | — | — |
| 2024 | $181,446 | $74,999 | — | — | — |
| 2023 | $139,909 | $54,152 | — | — | — |
| 2022 | $249,287 | $138,124 | — | — | $4,953 |