The Oregon Clinic, P.C. Cash Balance Plan
Sponsored by The Oregon Clinic, P.C. · EIN 931127856 · Plan #004
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 173
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three Consulting Llc | Actuarial, Direct payment from the plan | $140,928 |
| Moss Adams | Accounting, Direct payment from the plan | $30,000 |
| The Oregon Clinic | Plan administrator, Direct payment from the plan | $22,323 |
| Alliance Bernstein L.P. | Investment management, Direct payment from the plan, Investment management fees (direct) | $20,374 |
| Stoel Rives Llp | Legal, Direct payment from the plan | $16,596 |
| Matrix | Trustee (institutional), Direct payment from the plan | $6,418 |