AUMdb

Oncology Associates Of Oregon, P. C. Cash Balance Plan

Sponsored by Oncology Associates Of Oregon, P.C. · EIN 930746296 · Plan #003

Total assets
$14.3M
Net assets
$14.3M
Active participants
131
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Preisz Associates, Inc. CRD 144469 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Preisz Associates, Inc. Investment management $36,967