· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COLUMBIA NEUROSURGICAL — COLUMBIA NEUROSURGICAL 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250904100729NAL0015995089001
COLUMBIA NEUROSURGICAL
Form 5500-SF
FILING_RECEIVED
COLUMBIA NEUROSURGICAL 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
COLUMBIA NEUROSURGICAL
.
Find decision makers
Plan sponsor
Name
COLUMBIA NEUROSURGICAL
EIN
73-1630023
Address
9155 SW BARNES RD · SUITE 221 · PORTLAND, OR · 97225
Phone
(503) 796-2743
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
2025-09-04
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
2R · Participant-directed brokerage (SDBA)
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 Offices of Physicians plans
CARDIAC CONSULTANTS OF CENTRAL GEORGIA, LLC
CARDIAC CONSULTANTS OF CENTRAL GEORGIA SAVINGS INCENTIVE PLAN
$1.7M · 12 participants
ARIZONA LUNG & SLEEP INSTITUTE
ARIZONA LUNG & SLEEP INSTITUTE 401(K) PLAN
$1.7M · 2 participants
PEDIATRIC CARE ASSOCIATES, S.C.
PEDIATRIC CARE ASSOCIATES 401(K)
$1.7M · 23 participants
VIET H. HO M.D., A PROFESSIONAL CORPORATION
VIET H. HO M.D., A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
$1.7M · 2 participants
SAMUEL CARTER, MD
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.
SAMUEL CARTER, MD 401(K) PLAN
$1.7M · 8 participants
ABILENE INTERNAL MEDICINE ASSOCIATES, PLLC
ABILENE INTERNAL MEDICINE ASSOCIATES, PLLC 401(K) PLAN & TRUST
$1.7M · 3 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