Back to filter
Original filing (PDF)20251002150143NAL0001502082001
MATHYS-POTESTIO LLC
Form 5500-SF
FILING_RECEIVED
DAVID EVANS ENTERPRISES, INC. STAFFING RETIREMENT PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
75
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATHYS-POTESTIO LLC.
Plan sponsor
Name
MATHYS-POTESTIO LLC
EIN
27-3374631
Address
2100 S. RIVER PARKWAY, STE 100 · PORTLAND, OR · 972018071
Phone
(503) 489-7396
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
DEEI RETIREMENT COMMITTEE
EIN
20-5545517
City
PORTLAND, OR
Phone
(503) 223-6663
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Admin Support & Waste Mgmt plans
EMPIRE SEARCH PARTNERS LLC
EMPIRE SEARCH PARTNERS 401(K) PLAN
$2.8M · 15 participants
MAGEE RESOURCE GROUP, LLC
MAGEE RESOURCE GROUP 401K PROFIT SHARING PLAN & TRUST
$2.8M · 13 participants
QUIK TRAVEL STAFFING, INC.
QUIK TRAVEL STAFFING, INC. 401(K) PROFIT SHARING PLAN
$2.8M · 69 participants
PERSONNEL EVALUATION, INC.
PERSONNEL EVALUATION, INC. 401(K) PROFIT SHARING PLAN
$2.8M · 14 participants
UPWARDLY GLOBAL, INC.
UPWARDLY GLOBAL 403(B) PLAN
$2.8M · 107 participants
BLUE SEA DENTAL, LLC
BLUE SEA DENTAL, LLC 401(K) PLAN
$2.8M · 152 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B