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WHITE BIRD CLINIC — WHITE BIRD CLINIC 401(K) PROFIT SHARING PLAN II, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015220616NAL0007544912001
WHITE BIRD CLINIC
Form 5500-SF
FILING_RECEIVED
WHITE BIRD CLINIC 401(K) PROFIT SHARING PLAN II
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
202
Accounts w/ balance
215
Plan assets (EOY)
$974K
Net assets (EOY)
$974K
Plan health score (directional)
77
/ 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
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ALAMO INTERIORS, INC.
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100
Knocking points off
No independent qualified public accountant (IQPA) named.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CITY KIDS INC
CITY KIDS INC 401(K) PROFIT SHARING PLAN & TRUST
$973K · 19 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
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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
