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

Deschutes Portfolio Strategy,LLC's plan reported $920K in assets and 9 participants for 2023.

Original filing (PDF)20240918124400NAL0004341905001

Deschutes Portfolio Strategy,LLC

Name: Deschutes Portfolio Strategy,LLC — Matisse Capital, Form 5500 (2023)
Creator: Deschutes Portfolio Strategy,LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Matisse Capital Cash Balance Plan

Defined-benefit pension plan · Deschutes Portfolio Strategy,LLC's Matisse Capital Cash Balance Plan held $920K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

People on this filing

BRYN Torkelson signed Deschutes Portfolio Strategy,LLC's 2023 Form 5500 as plan administrator.

BRYN 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 002

Plan year 2023

ACK ID 20240918124400NAL0004341905001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Deschutes Portfolio Strategy,LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Deschutes Portfolio Strategy,LLC's plan includes a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score