· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KEUDELL MORRISON WEALTH MANAGEME — KEUDELL MORRISON WEALTH MANAGEMENT 401(K) PROFIT SHARING, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522143429NAL0004668896001
KEUDELL MORRISON WEALTH MANAGEME
Form 5500-SF
FILING_RECEIVED
KEUDELL MORRISON WEALTH MANAGEMENT 401(K) PROFIT SHARING
401(k) retirement plan
Active participants
10
Accounts w/ balance
11
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KEUDELL MORRISON WEALTH MANAGEME
.
Find decision makers
Plan sponsor
Name
KEUDELL MORRISON WEALTH MANAGEME
EIN
45-4422907
Address
235 FRONT ST. SE, SUITE 300 · SALEM, OR · 97301
Phone
(971) 209-4503
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-22
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
METRONOME PARTNERS LLC
METRONOME PARTNERS LLC CASH BALANCE PENSION PLAN & TRUST
$3.5M · 6 participants
VAQUERO CAPITAL LLC
VAQUERO CAPITAL LLC CASH BALANCE PLAN
$3.5M · 3 participants
ROYAL JAROS
ROYAL JAROS 401(K) PROFIT SHARING PLAN AND TRUST
$3.5M · 16 participants
PNT FINANCIAL LLC
PNT FINANCIAL LLC CASH BALANCE PENSION PLAN
$3.5M · 54 participants
TRITON PACIFIC CAPITAL PARTNERS, LLC
TRITON PACIFIC CAPITAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.5M · 80 participants
THE VIRGINIA WEALTH MANAGEMENT GROUP, INC.
THE VIRGINIA WEALTH MANAGEMENT GROUP, INC. 401(K) PLAN
$3.5M · 4 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
