· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ATTERBURY CONSULTANTS, INC. — ATTERBURY CONSULTANTS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250910121935NAL0044429602001
ATTERBURY CONSULTANTS, INC.
Form 5500-SF
FILING_RECEIVED
ATTERBURY CONSULTANTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
ATTERBURY CONSULTANTS, INC.
.
Find decision makers
Plan sponsor
Name
ATTERBURY CONSULTANTS, INC.
EIN
93-0904226
Address
6950 SW HAMPTON STREET, SUITE 330 · TIGARD, OR · 97223
Phone
(503) 646-5393
Industry
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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
JACOBSON FORENSIC ENGINEERING, INC.
JACOBSON FORENSIC ENGINEERING, INC. 401(K) PLAN
$1.4M · 2 participants
AMERICAN GLOBAL STRATEGIES LLC
AMERICAN GLOBAL STRATEGIES LLC CASH BALANCE PLAN
$1.4M · 7 participants
DESERT JET, LLC.
DESERT JET, LLC 401K PROFIT SHARING PLAN
$1.4M · 39 participants
GROWE TECHNOLOGIES, INC.
GROWE TECHNOLOGIES, INC. 401(K) PLAN
$1.4M · 2 participants
CHAMPION MANAGEMENT GROUP, LLC
CHAMPION MANAGEMENT 401(K) 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 42 participants
THE EXIT GROUP LLC
EXIT STRATEGIES, LLC PROFIT SHARING PLAN
$1.4M · 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
