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TARLOW NAITO & SUMMERS, LLP — TARLOW NAITO & SUMMERS, LLP PROFIT SHARING AND 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250724141630NAL0002782019001
TARLOW NAITO & SUMMERS, LLP
Form 5500-SF
FILING_RECEIVED
TARLOW NAITO & SUMMERS, LLP PROFIT SHARING AND 401K PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
5
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
87
/ 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
TARLOW NAITO & SUMMERS, LLP
.
Find decision makers
Plan sponsor
Name
TARLOW NAITO & SUMMERS, LLP
EIN
93-1324021
Address
2014 NE BROADWAY · PORTLAND, OR · 97232
Phone
(503) 968-9000
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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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LAW OFFICES OF ARUNA VENKIDU
LAW OFFICES OF ARUNA VENKIDU DEFINED BENEFIT PLAN & TRUST
90
Knocking points off
No active participants reported but plan still holds assets.
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.
$2.6M · 2 participants
TINSLEY & ADAMS, LLC
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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
