How big is Deschutes Portfolio Strategy, LLC's plan?

Deschutes Portfolio Strategy, LLC's plan reported $3.2M in assets and 11 participants for 2022.

Original filing (PDF)20231005095154NAL0021424497001

Deschutes Portfolio Strategy, LLC

Name: Deschutes Portfolio Strategy, LLC — Matisse Capital, Form 5500 (2022)
Creator: Deschutes Portfolio Strategy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matisse Capital 401(k) Profit Sharing Plan

401(k) retirement plan · Deschutes Portfolio Strategy, LLC's Matisse Capital 401(k) Profit Sharing Plan held $3.2M in plan assets for 11 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Niklas Torkelson signed Deschutes Portfolio Strategy, LLC's 2022 Form 5500 as plan administrator.

Niklas Torkelson — 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

Deschutes Portfolio Strategy, LLC's EIN is 27-5035231.

EIN 27-5035231

Plan number 001

Plan year 2022

ACK ID 20231005095154NAL0021424497001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Deschutes Portfolio Strategy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Deschutes Portfolio Strategy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DESCHUTES PORTFOLIO STRATEGY, LLC.

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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