· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOUTHERN OREGON REGIONAL BROKERAGE, INC. — SOUTHERN OREGON REGIONAL BROKERAGE, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250213133443NAL0039481936001
SOUTHERN OREGON REGIONAL BROKERAGE, INC.
Form 5500-SF
FILING_RECEIVED
SOUTHERN OREGON REGIONAL BROKERAGE, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
35
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
SOUTHERN OREGON REGIONAL BROKERAGE, INC.
.
Find decision makers
Plan sponsor
Name
SOUTHERN OREGON REGIONAL BROKERAGE, INC.
EIN
93-1325409
Address
2930 NE STEPHENS · ROSEBURG, OR · 97470
Phone
(541) 672-9140
Industry
Other Services (ex. Public Admin)
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
2025-02-13
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2E · Profit-sharing
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
UNITED WAY OF SOUTHWEST MICHIGAN
UNITED WAY OF SOUTHWEST MICHIGAN
$1.1M · 16 participants
CARING FOR MILITARY FAMILIES
THE ELIZABETH DOLE FOUNDATION
$1.1M · 32 participants
NATIONAL ASSOCIATION OF RV PARKS & CAMPGROUNDS
NATIONAL ASSOCIATION OF RV PARKS & CAMPGROUNDS 401(K) RETIREMENT PLAN & COLLECTIVE TRUST
$1.1M · 15 participants
SACRAMENTO ASIAN-PACIFIC CHAMBER
SACRAMENTO ASIAN-PACIFIC CHAMBER OF COMMERCE 401(K) PLAN
$1.1M · 35 participants
MARSHALL SABATINI ARCHITECTURE
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MARSHALL SABATINI, PC 401(K) PLAN
$1.1M · 8 participants
NORTH GEORGIA COMMUNITY FOUNDATION
NORTH GEORGIA COMMUNITY FOUNDATION 401(K) PLAN
$1.1M · 8 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
