Deschutes Portfolio Strategy, LLC (EIN 27-5035231) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.1M in plan assets and 20 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Matisse Capital 401(k) Profit Sharing Plan | 001 | 11 | $3.2M |
| Matisse Capital Cash Balance Plan | 002 | 9 | $920K |
27-5035231 is the Employer Identification Number (EIN) Deschutes Portfolio Strategy, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Oregon EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
