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Original filing (PDF)20250801053225NAL0006896145001
BEND SURGERY CENTER, LLC
Form 5500
FILING_RECEIVED
BEND SURGERY CENTER, LLC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
137
Accounts w/ balance
175
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 66% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEND SURGERY CENTER, LLC.
Plan sponsor
Name
BEND SURGERY CENTER, LLC
EIN
91-1772048
Address
1342 NE MEDICAL CENTER DRIVE · SUITE 170 · BEND, OR · 97701
Phone
(541) 318-6719
Industry
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
2025-08-01
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES & ROTH P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPG FINANCIAL ADVISORS LLC | 20-5282002 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
Investments
31 direct securities· $10.2M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 14.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 13.0% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 12.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $935K | 8.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $920K | 8.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $799K | 7.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $577K | 5.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $385K | 3.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $291K | 2.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $272K | 2.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $238K | 2.2% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $179K | 1.7% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $152K | 1.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $147K | 1.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $140K | 1.3% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $115K | 1.1% | |
| PRI MID CAP VALUE I - INST | Registered Investment Companies | — | — | $102K | 0.9% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $80K | 0.7% | |
| JH INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $80K | 0.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $71K | 0.7% | |
| BLACKROCK STRAT GLOBAL BOND I | Registered Investment Companies | — | — | $68K | 0.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $67K | 0.6% | |
| INVESCO SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $44K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $43K | 0.4% | |
| TRP CAP APPRECIATION I | Registered Investment Companies | — | — | $38K | 0.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $35K | 0.3% | |
| JHANCOCK DISC VAL INTL FUND R6 | Registered Investment Companies | — | — | $31K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $25K | 0.2% | |
| BLK TECH OPPS FUND - K | Registered Investment Companies | — | — | $12K | 0.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $8K | <0.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $7K | <0.1% |
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