Original filing (PDF)20251009190623NAL0007030609001

THREE OAKS ANESTHESIA, LLC

Name: THREE OAKS ANESTHESIA, LLC — THREE OAKS ANESTHESIA, LLC 401(K) PLAN, Form 5500 (2024)
Creator: THREE OAKS ANESTHESIA, LLC

Form 5500-SF

FILING_RECEIVED

THREE OAKS ANESTHESIA, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THREE OAKS ANESTHESIA, LLC.

Plan sponsor

Name

THREE OAKS ANESTHESIA, LLC

EIN

87-4105244

Address

1128 NE 2ND ST. · SUITE 103 · CORVALLIS, OR · 97330

Phone

(541) 602-6211

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

KEVIN FARNAM M.D. INC

KEVIN FARNAM M.D. INC CASH BALANCE PLAN

$443K · 6 participants

DAVID KAMEN, M.D., PC

DAVID KAMEN, M.D., PC PROFIT SHARING PLAN

$443K · 2 participants

ANDREW N. FEDOROWICZ, M.D., P.C. DBA SEMPER HEALTHCARE

SEMPER HEALTHCARE CASH BALANCE PLAN

$443K · 4 participants

LIZELLEN LA FOLLETTE, M.D., INC.

LIZELLEN LA FOLLETTE, M.D., INC. CASH BALANCE PENSION PLAN

$443K · 2 participants

NEUROLOGY PARTNERS PROFESSIONAL CORPORATION

NEUROLOGY PARTNERS PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.