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Company:
The Oregon Clinic, P.C.
Plan:
The Oregon Clinic, P.C. Retirement Plan
 

The Oregon Clinic, P.C.

79 Plan: The Oregon Clinic, P.C. Retirement Plan

 
 
79
38
76
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 11 point difference between this plan's BrightScope Rating (79) and the top rated plan (90) could equate to:
[How is this calculated?]
8 additional years of work
Up to $54,800 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

The Oregon Clinic, P.C. Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 79. This plan is in the top 15% of plans for Account Balances and Company Generosity. The Oregon Clinic, P.C. Retirement Plan currently has over 700 active participants and over $86.1M in plan assets.

 

 Retirement Plan Details

Address 975 Se Sandy Blvd, Suite 201
Portland, OR 97214 
Industry Offices of Physicians (except Mental Health Specialists)
Administrator Philip Armstrong
Net Plan Assets $86,100,000
Total Participants 710
Avg Account Balance $120,000

 Top 3 Funds in this 401k

1. FPA New Income 9%
2. American Funds EuroPacific Growth 7%
3. Schwab S&P 500 Index 7%

  Plan Service Providers

Auditor Moss Adams
Investment Adviser Heintzberger Payne and Company, LLC.
Administration Heintzberger Payne and Company, LLC.
Recordkeeper Heintzberger Payne and Company, LLC.
Insurance Carrier Lincoln Financial
Insurance Advisor/Broker Lincoln Financial

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