THE OREGON CLINIC, P.C. 401(k) Plan
What public Form 5500 filings show about the THE OREGON CLINIC, P.C. 401(k) plan — and how to find and check your own account.
The THE OREGON CLINIC, P.C. 401(k) on its latest Form 5500
THE OREGON CLINIC, P.C. (EIN 93-1127856) reports THE OREGON CLINIC, P.C. RETIREMENT PLAN on its most recent Form 5500, with $360.0M in plan assets across 1,334 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full THE OREGON CLINIC, P.C. filing — schedules, fees, and providers.
Who runs the THE OREGON CLINIC, P.C. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE OREGON CLINIC, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ALLIANCE BERNSTEIN L P, MULTNOMAH GROUP, OCTOBER THREE CONSULTING, MOSS ADAMS, STOEL RIVES LLP, MATRIX.
How to check your THE OREGON CLINIC, P.C. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask THE OREGON CLINIC, P.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
