Original filing (PDF)20250923140537NAL0002596611001

OREGON CENTER FOR VAGINAL EXCELLENCE, INC. DBA HEARTFELT OBSTETRICS &

Name: OREGON CENTER FOR VAGINAL EXCELLENCE, INC. DBA HEARTFELT OBSTETRICS & — HEARTFELT OBSTETRICS & GYNECOLOGY 401(K) PLAN, Form 5500 (2024)
Creator: OREGON CENTER FOR VAGINAL EXCELLENCE, INC. DBA HEARTFELT OBSTETRICS &

Form 5500-SF

FILING_RECEIVED

HEARTFELT OBSTETRICS & GYNECOLOGY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON CENTER FOR VAGINAL EXCELLENCE, INC. DBA HEARTFELT OBSTETRICS &.

Plan sponsor

Name

OREGON CENTER FOR VAGINAL EXCELLENCE, INC. DBA HEARTFELT OBSTETRICS &

EIN

27-3396130

Address

2640 BIEHN ST STE 1 · KLAMATH FALLS, OR · 976011181

Phone

(541) 205-6890

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

2025-09-23

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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