Original filing (PDF)20251015105144NAL0009182802001

OREGON UROLOGY INSTITUTE, P.C.

Name: OREGON UROLOGY INSTITUTE, P.C. — OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OREGON UROLOGY INSTITUTE, P.C.

Form 5500

FILING_RECEIVED

OREGON UROLOGY INSTITUTE, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 4

Late participant contributions37% in single holding49% employer stockHigh average account balance

Active participants

117

Accounts w/ balance

143

Plan assets (EOY)

$53.5M

Net assets (EOY)

$53.5M

How this plan invests

This plan

3 pooled trusts

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON UROLOGY INSTITUTE, P.C..

Plan sponsor

Name

OREGON UROLOGY INSTITUTE, P.C.

EIN

93-0636837

Address

2400 HARTMAN LANE · SPRINGFIELD, OR · 97477

Phone

(541) 334-3350

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIREMENT PLAN SVCS	01-0233346	—	RECORDKEEPER	$65K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ROEHL & YI INVESTMENT ADVISORS, LLC	93-1249395	EUGENE, OR	INVESTMENT ADVISOR	$13K	—

Investments

26 direct securities · 3 pooled funds· $53.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Stock

$26.1M

23 holdings

Common Collective Trust

$21.1M

3 holdings

Other securities

$6.3M

3 holdings

					% of plan
RUTHERFORD MULTI-CAP GROWTH FUND RUTHERFORD MULTI-CAP GROWTH FUND · EIN 82-3293757 / PN 001	Common Collective Trust	—	—	$20.0M	37.5%
Management The Vanguard Group, Inc. Vanguard Target Retirement 2035 Fund	Common Stock	—	—	$6.5M	12.1%
Dimensional Fund Advisors LP DFA Global Equity Portfolio Institutional Class	Other securities	—	—	$6.1M	11.4%
The Vanguard Group, Inc. Vanguard Total Bond Market Index	Common Stock	—	—	$3.9M	7.4%
The Vanguard Group, Inc. Vanguard Target Retirement 2025 Fund	Common Stock	—	—	$2.9M	5.4%
The Vanguard Group, Inc. Vanguard LifeStrategy Moderate Growth Fund	Common Stock	—	—	$2.5M	4.8%
The Vanguard Group, Inc. Vanguard Target Retirement 2045 Fund	Common Stock	—	—	$2.2M	4.1%
The Vanguard Group, Inc. Vanguard Total International Bond Index Fund	Common Stock	—	—	$1.4M	2.7%
The Vanguard Group, Inc. Vanguard Target Retirement 2040 Fund	Common Stock	—	—	$1.4M	2.7%
The Vanguard Group, Inc. Vanguard Target Retirement 2030 Fund	Common Stock	—	—	$1.2M	2.3%
The Vanguard Group, Inc. Vanguard 500 Index Fund	Common Stock	—	—	$697K	1.3%
The Vanguard Group, Inc. Vanguard Target Retirement Income Fund	Common Stock	—	—	$620K	1.2%
AB US LC GR CIT W SERIES P1 GREAT GRAY COLLECTIVE TRUST COMPANY, LLC · EIN 38-4116831 / PN 509	Common Collective Trust	—	—	$588K	1.1%
The Vanguard Group, Inc. Vanguard Target Retirement 2050 Fund	Common Stock	—	—	$527K	1.0%
JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001	Common Collective Trust	—	—	$453K	0.8%
The Vanguard Group, Inc. Vanguard Developed Markets Index Fund	Common Stock	—	—	$402K	0.8%
The Vanguard Group, Inc. Vanguard Small-Cap Index Fund	Common Stock	—	—	$368K	0.7%
The Vanguard Group Inc. Vanguard Equity Income Fund Adm	Common Stock	—	—	$364K	0.7%
The Vanguard Group, Inc. LifeStrat Growth Fund	Common Stock	—	—	$333K	0.6%
The Vanguard Group, Inc. Vanguard Target Retirement 2060 Fund	Common Stock	—	—	$291K	0.5%
Pacific Investment Management PIMCO Income Fund	Other securities	—	—	$167K	0.3%
Company (PIMCO) The Vanguard Group, Inc. Vanguard Mid-Cap Index Fund	Common Stock	—	—	$127K	0.2%
The Vanguard Group, Inc. Vanguard Target Retirement 2065 Fund	Common Stock	—	—	$118K	0.2%
The Vanguard Group, Inc. Vanguard Target Retirement 2055 Fund	Common Stock	—	—	$116K	0.2%
Dimensional Fund Advisors LP DFA Inflation Protected Securities Fund	Other securities	—	—	$39K	<0.1%
The Vanguard Group, Inc. Vanguard Real Estate Index Fund	Common Stock	—	—	$26K	<0.1%
JP Morgan Chase & Co. JP Morgan Mid Cap Value Fund R6	Common Stock	—	—	$9K	<0.1%
The Vanguard Group, Inc. Vanguard Target Retirement 2020 Fund	Common Stock	—	—	$8K	<0.1%
The Vanguard Group, Inc. Vanguard Life Strategy Cons Growth Index	Common Stock	—	—	$5K	<0.1%

1–29 of 29

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