The Oregon Clinic, P.C. Retirement Plan
Sponsored by The Oregon Clinic, P.C. · EIN 931127856 · Plan #003
- Total assets
- $360M
- Net assets
- $360M
- Active participants
- 1,334
- With balances
- 1,879
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $150,029 |
| Multnomah Group Inc | Investment management, Direct payment from the plan | $38,030 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,136 |