SHIELS OBLETZ JOHNSEN, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
24
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
Plan health score
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
68
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHIELS OBLETZ JOHNSEN, INC..
Plan sponsor
Name
SHIELS OBLETZ JOHNSEN, INC.
EIN
93-1283321
Address
421 S.W. SIXTH AVENUE · SUITE 750 · PORTLAND, OR · 97204
Phone
(503) 242-0084
Industry
All Other Professional Services· 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
2025-08-11
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
