Plan Ledger DOL Form 5500 · updated monthly

Women's Care, P.C.401(k)

WOMEN'S CARE, P.C. SECTION 401(K) PROFIT SHARING PLAN · SPRINGFIELD, OR · plan year 2025

Reported admin expense ratio · 2025
0.27%

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

Women's Care, P.C. reported $144,001 in plan administrative expenses for 2025: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $11,955 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 rose from 0.19% to 0.27%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 160th-largest of 1,021 plans among Oregon employers on file, and the 1,633rd of 11,911 in health care & social assistance. In 2025, the employer put in $1.57 for every $1.00 employees contributed themselves; active participation has grown from 116 to 168 since 2022.

Plan summary
Net assets, end of year$59,337,005
Participants with balances218
Active participants168
Employer contributions$2,008,440
Employee contributions$1,275,686
Employer contribution per active participant$11,955
Average account balance$272,188
Benefits paid to participants$1,373,859
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$59.3M · 218 accts · $2.0M emplr
2024$49.1M · 209 accts · $1.8M emplr
2023$41.6M · 196 accts · $1.5M emplr
2022$34.5M · 162 accts · $1.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$34,854
Investment management$65,814
Audit (IQPA)$15,000
Total administrative$144,001
The Women's Care, P.C. 401(k) match · 2025
Employer contribution per active participant$11,955
Median for plans this size$4,093
2025$11,955 per active participant
2024$10,677 per active participant
2023$9,806 per active participant
2022$11,229 per active participant

Women's Care, P.C.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
ROEHL & YI INVESTMENT ADVISORS LLC · Investment advisory (plan)$65,814
PRIME PENSIONS NORTHWEST, LLC · Other services$28,333
JONES & ROTH · Accounting / audit$15,000

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

Administrative cost history4
2025$144,001 · 0.27%
2024$104,796 · 0.23%
2023$78,401 · 0.21%
2022$73,853 · 0.19%
Same employer
Similar plansHealth Care & Social Assistance · Oregon
Marquis Companies I, Inc. OR$76.6M · 0.41%
Slocum Orthopedics, P.C. OR$73.6M · 0.19%
Bend Memorial Clinic, P.C. OR$61.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930979075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.