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Original filing (PDF)20250919051313NAL0002614003001
ROGUE VALLEY PHYSICIANS, P.C.
Form 5500
FILING_RECEIVED
ROGUE VALLEY PHYSICIANS, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
140
Plan assets (EOY)
$20.0M
Net assets (EOY)
$20.0M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGUE VALLEY PHYSICIANS, P.C..
Plan sponsor
Name
ROGUE VALLEY PHYSICIANS, P.C.
EIN
93-1276558
Address
2900 DOCTORS PARK DRIVE · MEDFORD, OR · 97504
Phone
(541) 842-9649
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
2025-09-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M GROUP INVESTMENT ADVISOR LLC | 45-3838296 | — | INVESTMENT/FINANCIAL ADVI | $45K | — |
Investments
21 direct securities · 1 pooled fund· $19.8M(99% 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.
Registered Investment Companies
$17.4M
20 holdings
Common Collective Trust
$1.3M
1 holding
Uncategorized
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.8M | 14.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.2M | 11.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.2M | 10.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.9M | 9.5% | |
| VANGUARD LIFESTRATEGY GROWTH 998 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.4M | 7.1% | |
| NUVEEN LG CAP VAL IDX R6 | Registered Investment Companies | — | — | $1.3M | 6.6% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.3M | 6.6% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $1.1M | 5.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 5.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $889K | 4.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $713K | 3.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $610K | 3.0% | |
| FIDELITY ADVISOR STRAT INC I | Registered Investment Companies | — | — | $463K | 2.3% | |
| VANGUARD INTL GRTH ADM 384 REGISTERED INVESTMENT COMPANY AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $395K | 2.0% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $340K | 1.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $325K | 1.6% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $248K | 1.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $183K | 0.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $147K | 0.7% | |
| JPMORGAN EQUITY INDEX FD - R6 | Registered Investment Companies | — | — | $81K | 0.4% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $12K | <0.1% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $8K | <0.1% |