How big is Southern Oregon Public Defender, Inc.'s plan?

Southern Oregon Public Defender, Inc.'s plan reported $10.8M in assets and 30 participants for 2024.

Original filing (PDF)20260121153201NAL0001892851001

Southern Oregon Public Defender, Inc.

Name: Southern Oregon Public Defender, Inc. — Southern, Form 5500 (2024)
Creator: Southern Oregon Public Defender, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Oregon Public Defender, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Southern Oregon Public Defender, Inc.'s Southern Oregon Public Defender, Inc. 401(k) Profit Sharing Plan held $10.8M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

Plan identifiers

Southern Oregon Public Defender, Inc.'s EIN is 93-0892794.

EIN 93-0892794

Plan number 002

Plan year 2024

ACK ID 20260121153201NAL0001892851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern Oregon Public Defender, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Oregon Public Defender, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN OREGON PUBLIC DEFENDER, INC..

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SOUTHERN OREGON PUBLIC DEFENDER, INC.

EIN

all filings

Address

301 W 6TH ST · MEDFORD, OR · 975012710

Phone

(541) 779-5636

Industry

Professional & Technical Services

Plan administrator