How big is Riverlake Partners, LLC's plan?

Riverlake Partners, LLC's plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20250731155858NAL0010912066001

Riverlake Partners, LLC

Name: Riverlake Partners, LLC — Riverlake Partners, LLC, Form 5500 (2024)
Creator: Riverlake Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Riverlake Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Riverlake Partners, LLC's Riverlake Partners, LLC 401(k) Profit Sharing Plan held $1.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Thomas Zupan signed Riverlake Partners, LLC's 2024 Form 5500 as plan administrator.

Thomas Zupan — 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

Riverlake Partners, LLC's EIN is 30-0119690.

EIN 30-0119690

Plan number 001

Plan year 2024

ACK ID 20250731155858NAL0010912066001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Riverlake Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Riverlake Partners, LLC'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 RIVERLAKE PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RIVERLAKE PARTNERS, LLC

EIN

all filings

Address

3903 S KELLY AVE · PORTLAND, OR · 97239

Phone

(503) 228-7100

Industry

Management of Companies / Holdings

Plan administrator