· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANDREW P. HIGGINS MD-SURGEON LLC — ANDREW P HIGGINS MD-SURGEON LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013122352NAL0000588787001
ANDREW P. HIGGINS MD-SURGEON LLC
Form 5500-SF
FILING_RECEIVED
ANDREW P HIGGINS MD-SURGEON LLC 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ANDREW P. HIGGINS MD-SURGEON LLC
.
Find decision makers
Plan sponsor
Name
ANDREW P. HIGGINS MD-SURGEON LLC
EIN
27-2757885
Address
2450 NE MARY ROSE PLACE · STE 205 · BEND, OR · 977017132
Phone
(541) 749-7000
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-13
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
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
CUMBERLAND PEDIATRICS, P.C.
CUMBERLAND PEDIATRICS, P.C. CASH BALANCE PENSION PLAN
$1.2M · 3 participants
KENTLANDS MEDICAL ASSOCIATES
KENTLANDS MEDICAL ASSOCIATES 401(K) PROFIT SHARING PLAN
$1.2M · 4 participants
GREENWICH POINT DERMATOLOGY
GREENWICH POINT DERMATOLOGY 401(K) PLAN
$1.2M · 16 participants
WEST VALLEY DERMATOLOGY, LLC
DR. JESSE D. JENSEN PROFIT SHARING PLAN AND TRUST
$1.2M · 2 participants
PACIFIC OAKS MEDICAL GROUP, INC.
PACIFIC OAKS 401(K) PLAN
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.
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.
$1.2M · 16 participants
DR. DAVID WAGNER EAR NOSE AND THROAT CLINIC
DR. DAVID WAGNER EAR NOSE AND THROAT CLINIC 401(K) PLAN
$1.2M · 7 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