Rogue Valley Physicians 401(k) match, vesting and fees
What Rogue Valley Physicians' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | M Group Investment Advisor LLC | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Rogue Valley Physicians: employer contribution per participant | $5,237 | |
| Peer median | $1,468 |
| Rogue Valley Physicians: average balance | $143,038 | |
| Peer median | $37,786 |
| Rogue Valley Physicians: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $23.3M at the end of plan year 2021 to $20M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 154 | $20M | $733K | $5,237 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 160 | $20.4M | $795K | $5,373 | 0.25% | Not published | Form 5500 ↗ |
| 2022 | 160 | $18.6M | $834K | $5,635 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 157 | $23.3M | $852K | $5,495 | 0.25% | Not published | Form 5500 ↗ |
Common questions
Does Rogue Valley Physicians match 401(k) contributions?
The match terms for the Rogue Valley Physicians, P.C. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $733K in employer contributions, about $5,237 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rogue Valley Physicians 401(k) match vested?
The vesting schedule for the Rogue Valley Physicians, P.C. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rogue Valley Physicians 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is M Group Investment Advisor LLC. The plan administrator is Rogue Valley Physicians, P.C..
I left Rogue Valley Physicians. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rogue Valley Physicians, P.C., (541) 842-9649) or the recordkeeper, M Group Investment Advisor LLC. The Rogue Valley Physicians old 401(k) page lists the contacts from every plan filing. Find an old Rogue Valley Physicians 401(k)
Data from the public Form 5500 annual reports Rogue Valley Physicians filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rogue Valley Physicians. Not financial advice. Report a correction · Methodology