Original filing (PDF)20250701094505NAL0006945363002

PATRICIA CLAUSEN

Name: PATRICIA CLAUSEN — PATRICIA CLAUSEN MASTER RETIREMENT PLAN P/S, Form 5500 (2024)
Creator: PATRICIA CLAUSEN

Form 5500-SF

FILING_RECEIVED

PATRICIA CLAUSEN MASTER RETIREMENT PLAN P/S

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

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 (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PATRICIA CLAUSEN

EIN

27-2936600

Address

83417 DUFUR VALLEY ROAD · DUFUR, OR · 97021

Phone

(541) 467-2434

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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