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CENTRAL OREGON SURGICAL INSTITUTE, LLC — CENTRAL OREGON SURGICAL INSTITUTE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010100138NAL0012791072001
CENTRAL OREGON SURGICAL INSTITUTE, LLC
Form 5500-SF
FILING_RECEIVED
CENTRAL OREGON SURGICAL INSTITUTE 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
8
Plan assets (EOY)
$178K
Net assets (EOY)
$178K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
CENTRAL OREGON SURGICAL INSTITUTE, LLC
.
Find decision makers
Plan sponsor
Name
CENTRAL OREGON SURGICAL INSTITUTE, LLC
EIN
83-0651822
Address
1550 NE 27TH STREET · SUITE 110 · BEND, OR · 97701
Phone
(541) 262-4111
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
AMERICANTCS FIDUCIARY SERVICES, LLC
EIN
93-2789379
City
PITTSBURGH, PA
Phone
(877) 514-5600
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-15
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
Only 28% as many balances as active participants — suggests many active employees aren't deferring.
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.
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$12.5B
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PRINCIPAL LIFETIME HYBRID 2030 CIT
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$8.6B
