# Oregon Urology Institute, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/oregon-urology-institute-p-c-401k-plan

> Oregon Urology Institute, P.C.'s 401(k) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oregon Urology Institute, P.C.

- **Sponsor EIN:** 930636837

- **Sponsor Address:** 2400 HARTMAN LANE, SPRINGFIELD, OR, 97477

- **Plan Type:** 401(k)

- **Total Participants:** 117

- **Total Assets:** $53.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|117|$53.5M|$1.3M|$837,076|

| 2023|105|$46.4M|$1.2M|$864,703|

| 2022|105|$40.6M|$1.3M|$908,468|

## 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|

| DELAP LLP|Auditor|$15,050|—|$15,050|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DELAP LLP](https://planprovider.pro/provider/delap-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,050

- **Estimated Expense Ratio:** 0.028% 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|

| 2024|$108,129|$12,609|$65,018|$15,050|—|

| 2023|$60,177|—|$57,777|—|—|

| 2022|$68,113|—|$64,574|—|$3,539|

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