Original filing (PDF)20250407043354NAL0024883200001

Willamette Orthopedic Group, LLC

Name: Willamette Orthopedic Group, LLC — Hope Orthopedics, Form 5500 (2024)
Creator: Willamette Orthopedic Group, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hope Orthopedics of Oregon 401(k) Profit Sharing Plan

401(k) retirement plan · Willamette Orthopedic Group, LLC's Hope Orthopedics of Oregon 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024, with Empower as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

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 WILLAMETTE ORTHOPEDIC GROUP, LLC.

Plan sponsor

Name

WILLAMETTE ORTHOPEDIC GROUP, LLC

EIN

20-3530156all filings

Address

1550 STATE STREET · SALEM, OR · 973014257

Phone

(503) 540-6384

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-08-29

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALDRICH WEALTH LIMITED PARTNERSHIP	—	SEATTLE, WA	INVESTMENT ADVISOR	$26K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.