· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CVISO MANAGEMENT COMPANY LLC — CARDIOVASCULAR INSTITUTE OF SOUTHERN OREGON LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715144940NAL0001707443001
CVISO MANAGEMENT COMPANY LLC
Form 5500-SF
FILING_RECEIVED
CARDIOVASCULAR INSTITUTE OF SOUTHERN OREGON LLC 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
21
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
CVISO MANAGEMENT COMPANY LLC
.
Find decision makers
Plan sponsor
Name
CVISO MANAGEMENT COMPANY LLC
EIN
43-1966882
Address
520 MEDICAL CENTER DR · STE 150 · MEDFORD, OR · 975044312
Phone
(541) 282-6660
Industry
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
2025-07-15
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
WHOLISTIC HEALTH SUITES
WHOLISTIC HEALTH SUITES 401(K) PROFIT SHARING PLAN
$2.1M · 2 participants
JEFFREY MARCUS, M.D., MPH, P.A.
DR. MARCUS CASH BALANCE PLAN
$2.1M · 5 participants
ASSOCIATED ANESTHESIOLOGISTS OF THE FINGER LAKES , LLP
ASSOCIATED ANESTHESIOLOGISTS OF THE FINGER LAKES, LLP EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST
$2.1M · 6 participants
IDEA CONSULTANTS, INC.
IDEA CONSULTANTS, INC. DBA IDEA ARCHITECTS 401(K) PLAN
$2.1M · 8 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COMBINED CARE MANAGEMENT, LLC
FIGURE WEIGHT LOSS 401(K) PROFIT SHARING PLAN
$2.1M · 59 participants
JG EARLY INTERVENTION SPECIALISTS INC.
JG EARLY INTERVENTION SPECIALISTS INC. 401(K) PLAN
$2.1M · 78 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
