Plan Ledger DOL Form 5500 · updated monthly

Bend Surgery Center, LLC401(k)

BEND SURGERY CENTER, LLC PROFIT SHARING PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.48%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Bend Surgery Center, LLC reported $52,153 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,767 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.484%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Oregon (529th of 1,021), and the 5,466th of 11,911 in health care & social assistance. In 2024, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,826,280
Participants with balances175
Active participants137
Employer contributions$516,090
Employee contributions$833,576
Employer contribution per active participant$3,767
Average account balance$61,864
Benefits paid to participants$3,034,972
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 175 accts · $516K emplr
2023$10.7M · 179 accts · $499K emplr
2022$8.5M · 182 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,036
Investment management$25,117
Total administrative$52,153
The Bend Surgery Center, LLC 401(k) match · 2024
Employer contribution per active participant$3,767
Median for plans this size$2,416
2024$3,767 per active participant
2023$3,589 per active participant
2022$2,811 per active participant

Bend Surgery Center, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TPG FINANCIAL ADVISORS LLC · Recordkeeping · Trustee$27,036
ADP, INC. · Loan processing · Recordkeeping$25,117
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, TPG FINANCIAL ADVISORS LLC
2023ADP, TPG FINANCIAL ADVISORS LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$52,153 · 0.48%
2023$47,235 · 0.49%
2022$48,002 · 0.48%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Volare Health LLC OR$11.3M · 1.60%
Willamette View, Inc. OR$11.0M · 0.60%
Mercy Flights Incorporated OR$10.4M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911772048 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.