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WHITE BIRD CLINIC — WHITE BIRD CLINIC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240718152117NAL0003575667001
WHITE BIRD CLINIC
Form 5500-SF
FILING_RECEIVED
WHITE BIRD CLINIC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
190
Accounts w/ balance
54
Plan assets (EOY)
$574K
Net assets (EOY)
$574K
Plan health score (directional)
72
/ 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
60
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
WHITE BIRD CLINIC
.
Find decision makers
Plan sponsor
Name
WHITE BIRD CLINIC
EIN
93-0585814
Address
341 E 12TH AVE. · EUGENE, OR · 97401
Phone
(541) 342-8255
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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THE GRANGER NETWORK LLC
THE GRANGER NETWORK 401 (K) PLAN
65
Knocking points off
No independent qualified public accountant (IQPA) named.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$574K · 6 participants
CLLB CONSULTING INC.
CLLB CONSULTING INC.
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Large plans in Oregon
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$12.1B
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$10.9B
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$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
