Oregon Emergency Physicians, P.C. 401(k) Profit Sharing Plan And Trust
Sponsored by Oregon Emergency Physicians P.C. · EIN 931162516 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 100
- With balances
- 132
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (participants), Investment management, Direct payment from the plan | $19,691 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $15,247 |
| Vanguard Group Inc. | Recordkeeping, Consulting (general), Securities brokerage | $2,171 |