· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BOISE MATTHEWS LLP — BOISE MATTHEWS LLP, 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530171302NAL0021539986001
BOISE MATTHEWS LLP
Form 5500-SF
FILING_RECEIVED
BOISE MATTHEWS LLP, 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
BOISE MATTHEWS LLP
.
Find decision makers
Plan sponsor
Name
BOISE MATTHEWS LLP
EIN
93-0696835
Address
121 SW MORRISON ST, STE 700 · PORTLAND, OR · 97204
Phone
(503) 228-0487
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
2025-05-30
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
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
THE DORCEY LAW FIRM, PLC
THE DORCEY LAW FIRM PLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.6M · 20 participants
AKERS & ASSOCIATES, LLC
AKERS & ASSOCIATES, LLC 401(K) PLAN
$1.6M
ABRAHAMSEN, CONABOY & ABRAHAMSEN, P.C.
ABRAHAMSEN, CONABOY & ABRAHAMSEN, P.C. 401K PLAN
$1.6M · 8 participants
GRABERROBERTS, LLC
GRABERROBERTS, LLC RETIREMENT PLAN
$1.6M · 5 participants
GLEASON LAW OFFICES, P.C.
GLEASON LAW OFFICES, P.C. 401(K) RETIREMENT 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.
$1.6M · 8 participants
TIGHE AND COTTRELL PA
TIGHE AND COTTRELL PA 401(K) PROFIT SHARING PLAN
$1.6M · 3 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
