Back to filter
Original filing (PDF)20251011124752NAL0013894208001
EUGENE PEDIATRIC ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
EUGENE PEDIATRIC ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
85
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUGENE PEDIATRIC ASSOCIATES, LLC.
Plan sponsor
Name
EUGENE PEDIATRIC ASSOCIATES, LLC
EIN
27-0972635
Address
995 WILLAGILLESPIE ROAD, SUITE 100 · EUGENE, OR · 97401
Phone
(541) 484-5437
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
LAKE VILLAGE CLINIC P.A.
LAKE VILLAGE CLINIC SAFE HARBOR PSP
$3.3M · 28 participants
WENTWORTH PARTNERS INC.
WENTWORTH PARTNERS INC. RETIREMENT TRUST
$3.3M · 5 participants
BP SURFACE SOLUTIONS, LLC
BP SURFACE SOLUTIONS 401(K) PLAN
$3.3M · 54 participants
FALLINGWATER MEDICAL ASSOCIATES
FALLINGWATER MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST
$3.3M · 14 participants
MIDDLE GEORGIA PEDIATRICS LLC
MIDDLE GEORGIA PEDIATRICS, LLC 401(K) PSP
$3.3M · 13 participants
INDIO EMERGENCY MEDICAL GROUP, INC.
INDIO EMERGENCY MEDICAL GROUP, INC. PROFIT SHARING & 401(K) PLAN
$3.3M · 69 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B