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Company:
Oregon Healthcare Resources, P.C.
Plan:
Oregon Healthcare Resources Employee Savings Plan
 

Oregon Healthcare Resources, P.C.

58 Plan: Oregon Healthcare Resources Employee Savings Plan

 
 
58
38
76
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 32 point difference between this plan's BrightScope Rating (58) and the top rated plan (90) could equate to:
[How is this calculated?]
18 additional years of work
Up to $168,600 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Oregon Healthcare Resources Employee Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. This plan is in the top 35% of plans for Account Balances. Oregon Healthcare Resources Employee Savings Plan currently has over 700 active participants and over $43.3M in plan assets.

 

 Retirement Plan Details

Address Po Box 1648
Eugene, OR 97440-1648 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Barry T. Marshall
Net Plan Assets $43,300,000
Total Participants 790
Avg Account Balance $56,000

 Top 3 Funds in this 401k

1. PIMCO Total Return 19%
2. Nuveen Tradewinds Value Opportunities 8%
3. American Funds Growth Fund of America 8%

  Plan Service Providers

Investment Adviser KMS Financial Services, Inc.
Investment Adviser Roehl & Yi Investment Advisors, LLC
Administration Charles Schwab
Recordkeeper Charles Schwab
Auditor Moss Adams

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