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Original filing (PDF)20251012194953NAL0000221187001
GEFFEN, MESHER & COMPANY, P.C.
Form 5500
FILING_RECEIVED
GEFFEN, MESHER & CO., P.C. 401(K) PLAN
Defined-contribution retirement plan
Active participants
163
Accounts w/ balance
245
Plan assets (EOY)
$40.9M
Net assets (EOY)
$40.9M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEFFEN, MESHER & COMPANY, P.C..
Plan sponsor
Name
GEFFEN, MESHER & COMPANY, P.C.
EIN
93-1042710
Address
888 SW 5TH AVE., SUITE 800 · PORTLAND, OR · 972042066
Phone
(503) 221-0141
Industry
CPA Offices· Professional & Technical Servicessee 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
2025-10-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LARSON GROSS ASSURANCE, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | 84-0467907 | GREENWOOD, CO | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONSULTING LLC DESCHUTES INVESTMENT | — | PORTLAND, OR | INVESTMENT ADVISOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON GROSS PLLC | — | BELLINGHAM, WA | OTHER | $5K | — |
Investments
27 direct securities· $39.1M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $7.4M | 18.1% | |
| Vanguard Equity-Income Adm Mutual Fund | — | — | — | $4.4M | 10.7% | |
| American Funds Europacific Gr R6 Mutual Fund | — | — | — | $3.7M | 9.0% | |
| Vanguard Growth Index Adm Mutual Fund | — | — | — | $3.2M | 7.9% | |
| Ei Fixed Account Series Class Vi Insurance General Account | — | — | — | $1.8M | 4.4% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $1.8M | 4.4% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $1.7M | 4.1% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $1.4M | 3.4% | |
| Vanguard Balanced Index Adm Mutual Fund | — | — | — | $1.3M | 3.3% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $1.3M | 3.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $1.3M | 3.1% | |
| Pimco Income Instl Mutual Fund | — | — | — | $1.2M | 2.9% | |
| Blackrock Lifepath Index Retirement K Mutual Fund ** $ | — | — | — | $1.1M | 2.8% | |
| Blackrock Lifepath Index 2055 K Mutual Fund | — | — | — | $1.1M | 2.7% | |
| Blackrock Lifepath Index 2035 K Mutual Fund | — | — | — | $1.1M | 2.7% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | — | — | — | $1.1M | 2.7% | |
| Vanguard Interm-Term Investment-Grade Ad Mutual Fund | — | — | — | $717K | 1.8% | |
| Blackrock Lifepath Index 2040 K Mutual Fund | — | — | — | $651K | 1.6% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $575K | 1.4% | |
| Jpmorgan Income R6 Mutual Fund | — | — | — | $527K | 1.3% | |
| Blackrock Lifepath Index 2050 K Mutual Fund | — | — | — | $498K | 1.2% | |
| Blackrock Lifepath Index 2060 K Mutual Fund | — | — | — | $465K | 1.1% | |
| Blackrock Lifepath Index 2045 K Mutual Fund | — | — | — | $455K | 1.1% | |
| Participant Loans Bearing interest at 5.25%-10.5% | — | — | — | $148K | 0.4% | |
| Blackrock Lifepath Index 2030 K Mutual Fund | — | — | — | $77K | 0.2% | |
| Vanguard Ftse Social Index Admiral Mutual Fund | — | — | — | $59K | 0.1% | |
| Blackrock Lifepath Index 2065 K Mutual Fund | — | — | — | $3K | <0.1% |