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BLACK HELTERLINE LLP — BLACK HELTERLINE LLP PARTNERS & STAFFS RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251002123110NAL0000334291001
BLACK HELTERLINE LLP
Form 5500-SF
FILING_RECEIVED
BLACK HELTERLINE LLP PARTNERS & STAFFS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
47
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
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
BLACK HELTERLINE LLP
.
Find decision makers
Plan sponsor
Name
BLACK HELTERLINE LLP
EIN
93-0429749
Address
805 S.W. BROADWAY, SUITE 2600 · PORTLAND, OR · 972053359
Phone
(503) 417-2133
Industry
Law Offices
· Professional & Technical Services
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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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HOWARD STALLINGS FROM ATKINS ANGELL & DAVIS
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$14.7M · 44 participants
SEMMES, BOWEN & SEMMES
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.
SEMMES, BOWEN & SEMMES 401(K)PLAN
$14.7M · 136 participants
RUSH, HANNULA, HARKINS & KYLER, PLLC
RUSH, HANNULA, HARKINS & KYLER, PLLC 401(K) PROFIT SHARING PLAN
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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
