Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PORTLAND SURGICAL SPECIALISTS 401K.
Plan sponsor
Name
PORTLAND SURGICAL SPECIALISTS 401K
DBA
PORTLAND SURGICAL SPECIALISTS
EIN
20-2056047
Address
240 SE AVONDALE WAY · GRESHAM, OR · 97080
Phone
(503) 539-7005
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
THOMAS R. EUBANKS
EIN
20-2056047
City
GRESHAM, OR
Phone
(503) 539-7005
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
