Plan Snapshot
- Plan Sponsor: Slocum Orthopedics, P.C.
- Sponsor EIN: 930603212
- Sponsor Address: 55 COBURG ROAD, EUGENE, OR, 97401
- Plan Type: 401(k)
- Total Participants: 311
- Total Assets: $73.6M
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 | 311 | $73.6M | $2.6M | $2.1M |
| 2023 | 288 | $67.5M | $2.5M | $1.9M |
| 2022 | 276 | $58.9M | $2.4M | $1.8M |
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 |
|---|---|---|---|---|
| PRIME PENSIONS NORTHWEST, LLC | TPA | $34,756 | — | $34,756 |
| NORTHWEST PLAN SERVICES | RECORDKEEPER | $31,653 | — | $31,653 |
| ZUNA LLC | INVESTMENT ADVISOR | $30,708 | — | $30,708 |
| CHARLES SCHWAB TRUST BANK | CUSTODIAL | $20,725 | — | $20,725 |
| R.V. KUHNS & ASSOCIATES, INC. | INVESTMENT ADVISOR | $14,536 | — | $14,536 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES — RECORDKEEPER
- CHARLES SCHWAB TRUST BANK — CUSTODIAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,378
- Estimated Expense Ratio: 0.180% 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 | $133,450 | $45,245 | $52,379 | — | — |
| 2023 | $117,019 | $40,894 | $45,521 | — | — |
| 2022 | $121,113 | $38,050 | $44,566 | — | $38,497 |