Plan Ledger DOL Form 5500 · updated monthly

Central Oregon Pediatric Associates, LLP401(k)

CENTRAL OREGON PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN · BEND, OR · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Central Oregon Pediatric Associates, LLP reported $88,051 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,028 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 0.58%. 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 the 412th-largest of 1,021 plans among Oregon employers on file, and the 4,287th of 11,911 in health care & social assistance. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves; active participation has grown from 117 to 144 since 2022.

Plan summary
Net assets, end of year$16,112,861
Participants with balances183
Active participants144
Employer contributions$724,089
Employee contributions$685,357
Employer contribution per active participant$5,028
Average account balance$88,048
Benefits paid to participants$955,059
Plan auditUnmodified (clean) audit opinion
AuditorJONES & ROTH
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 183 accts · $724K emplr
2023$14.0M · 201 accts · $675K emplr
2022$11.4M · 157 accts · $561K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,043
Investment management$31,550
Total administrative$88,051
The Central Oregon Pediatric Associates, LLP 401(k) match · 2024
Employer contribution per active participant$5,028
Median for plans this size$2,416
2024$5,028 per active participant
2023$4,326 per active participant
2022$4,793 per active participant

Central Oregon Pediatric Associates, LLP's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20244
PCS RETIREMENT, LLC · Claims processing · Contract administrator$21,253
JOHN HANCOCK · Recordkeeping · Investment management$186
ZUNA, LLC · Investment advisory (participants)$12,572
BANK OF AMERICA · Investment advisory (participants) · Investment management$11,408

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

Recordkeeper by year2
2024John Hancock, PCS Retirement
2023John Hancock, PCS Retirement

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

Administrative cost history3
2024$88,051 · 0.58%
2023$74,530 · 0.59%
2022$73,326 · 0.59%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Partners in Care OR$15.6M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930731016 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.