SELLWOOD INVESTMENT PARTNERS LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
16
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score
89
/ 100
Grade A
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
62
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELLWOOD INVESTMENT PARTNERS LLC.
Plan sponsor
Name
SELLWOOD INVESTMENT PARTNERS LLC
EIN
80-0827237
Address
6650 SOUTHWEST REDWOOD LANE · SUITE 370 · PORTLAND, OR · 97224
