Plan Ledger DOL Form 5500 · updated monthly

Oregon Urology Institute, P.C.401(k)

OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN · SPRINGFIELD, OR · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Oregon Urology Institute, P.C. reported $108,129 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $10,750 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 2 years on file its reported administrative ratio rose from 0.15% to 0.22%. 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 168th-largest of 1,021 plans among Oregon employers on file, and the 1,767th of 11,911 in health care & social assistance. In 2024, the employer put in $1.50 for every $1.00 employees contributed themselves; active participation has grown from 105 to 117 since 2022.

Plan summary
Net assets, end of year$53,495,096
Participants with balances143
Active participants117
Employer contributions$1,257,790
Employee contributions$837,076
Employer contribution per active participant$10,750
Average account balance$374,092
Benefits paid to participants$465,921
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Plan history3
Yearassets · accounts · employer contribution
2024$53.5M · 143 accts · $1.3M emplr
2023$46.4M · 131 accts · $1.2M emplr
2022$40.6M · 125 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,018
Investment management$12,609
Audit (IQPA)$15,050
Total administrative$108,129
The Oregon Urology Institute, P.C. 401(k) match · 2024
Employer contribution per active participant$10,750
Median for plans this size$2,416
2024$10,750 per active participant
2023$11,351 per active participant
2022$11,916 per active participant

Oregon Urology Institute, P.C.'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
JOHN HANCOCK RETIREMENT PLAN SVCS · Recordkeeping · Custodial (securities)$65,018
PRIME PENSIONS NORTHWEST, LLC · Recordkeeping$15,452
DELAP LLP · Accounting / audit$15,050
ROEHL & YI INVESTMENT ADVISORS, LLC · Investment advisory (plan) · Investment management$12,609

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, PRIME PENSIONS NORTHWEST, LLC
2023John Hancock

This plan has changed recordkeepers within these filings. If you left Oregon Urology Institute, P.C. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$108,129 · 0.22%
2023$60,177 · 0.14%
2022$68,113 · 0.15%
Same employer
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Bend Memorial Clinic, P.C. OR$61.9M · 0.01%
Women's Care, P.C. OR$59.3M · 0.27%
The Center OR$50.5M · 0.26%
Premere Rehab, LLC OR$49.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930636837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.