How big is Devise Agency's plan?

Devise Agency's plan reported $920K in assets and 7 participants for 2024.

Original filing (PDF)20250603090147NAL0018190800001

Devise Agency

Name: Devise Agency — Devise Agency 401(k) Plan, Form 5500 (2024)
Creator: Devise Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Devise Agency 401(k) Plan

401(k) retirement plan · Devise Agency's Devise Agency 401(k) Plan held $920K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$918K

People on this filing

Rob McCready signed Devise Agency's 2024 Form 5500 as plan administrator.

Rob McCready — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Devise Agency's EIN is 27-0410385.

EIN 27-0410385

Plan number 001

Plan year 2024

ACK ID 20250603090147NAL0018190800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Devise Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Devise Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DEVISE AGENCY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

DEVISE AGENCY

EIN

all filings

Address

2475 SHERMAN AVENUE · HOOD RIVER, OR · 97031

Phone

(541) 436-2800

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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