Original filing (PDF)20250826172339NAL0015383280001

MEDFORD WOMEN'S CLINIC LLP

Name: MEDFORD WOMEN'S CLINIC LLP — MEDFORD WOMEN'S CLINIC LLP CASH BALANCE PLAN, Form 5500 (2024)
Creator: MEDFORD WOMEN'S CLINIC LLP

Form 5500-SF

FILING_RECEIVED

MEDFORD WOMEN'S CLINIC LLP CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDFORD WOMEN'S CLINIC LLP.

Plan sponsor

Name

MEDFORD WOMEN'S CLINIC LLP

EIN

93-1273624

Address

3170 STATE STREET · MEDFORD, OR · 975048450

Phone

(541) 864-8900

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-08-26

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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