Form 5500 Search

DESCHUTES INVESTMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
49
Active participants
82,850
Total plan assets
$3.3B
Filings (rows)
49
Direct comp
$1.5M
Indirect comp
$0

SERVICES PROVIDED

Other31
Advisor / Consultant18

Top plans served

All 49 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
LITHIA MOTORS, INC.
LITHIA MOTORS, INC. 401(K) PLAN
MEDFORD, OR
Advisor / Consultant
CONSULTANT
23,444$1.0B$59K
LITHIA MOTORS, INC.
LITHIA MOTORS, INC. 401(K) PLAN
MEDFORD, OR
Advisor / Consultant
CONSULTANT
24,675$862.2M$58K
LITHIA MOTORS, INC.
LITHIA MOTORS, INC. 401(K) PLAN
MEDFORD, OR
Advisor / Consultant
CONSULTANT
24,161$628.2M$51K
TAPESTRY SOLUTIONS, INC
TAPESTRY SOLUTIONS, INC. RETIREMENT PLAN
SAN DIEGO, CA
Advisor / Consultant
INVESTMENT MANAGEMENT
451$71.7M$62K
SWANSON GROUP, INC.
SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN
ROSEBURG, OR
Other
NONE
720$64.4M$73K
SWANSON GROUP, INC.
SWANSON GROUP, INC. AND AFFILIATED COMPANIES EMPLOYEE SAVINGS PLAN
ROSEBURG, OR
Other
NONE
732$49.7M$14K
RAIN THE GROWTH AGENCY
RAIN THE GROWTH AGENCY GROUP RETIREMENT PLAN
PORTLAND, OR
Advisor / Consultant
ADVISOR
230$46.3M$50K
RAIN THE GROWTH AGENCY
RAIN THE GROWTH AGENCY GROUP RETIREMENT PLAN
PORTLAND, OR
Advisor / Consultant
ADVISOR
234$39.1M$43K
RAIN THE GROWTH AGENCY
RAIN THE GROWTH AGENCY GROUP RETIREMENT PLAN
PORTLAND, OR
Advisor / Consultant
ADVISOR
254$32.3M$50K
MOSAIC COMMUNITY HEALTH
MOSAIC COMMUNITY HEALTH 401(K) PS PLAN AND TRUST
PRINEVILLE, OR
Other
NONE
445$30.5M$57K
OREGON CATHOLIC PRESS
OREGON CATHOLIC PRESS 403(B) PLAN
LAKE OSWEGO, OR
Advisor / Consultant
INVESTMENT ADVISOR
140$27.8M$48K
OREGON CATHOLIC PRESS
OREGON CATHOLIC PRESS 403(B) PLAN
LAKE OSWEGO, OR
Advisor / Consultant
INVESTMENT ADVISOR
138$25.6M$45K
NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.
NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN
PORTLAND, OR
Other
NONE
104$25.5M$49K
MOSAIC COMMUNITY HEALTH
MOSAIC COMMUNITY HEALTH 401(K) PS PLAN AND TRUST
PRINEVILLE, OR
Other
NONE
418$24.6M$51K
OREGON CATHOLIC PRESS
OREGON CATHOLIC PRESS 403(B) PLAN
PORTLAND, OR
Advisor / Consultant
INVESTMENT ADVISOR
145$23.2M$47K
NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.
NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN
PORTLAND, OR
Other
NONE
96$22.8M$42K
OMEGA MORGAN HOLDINGS INC.
OMEGA MORGAN HOLDINGS INC. 401(K) SAVINGS PLAN
HILLSBORO, OR
Other
INVESTMENT/FINANCIAL ADVI
307$20.6M$20K
NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.
NORTHWEST ENERGY EFFICIENCY ALLIANCE RETIREMENT PLAN
PORTLAND, OR
Other
NONE
90$19.8M$48K
MOSAIC MEDICAL
MOSAIC MEDICAL 401(K) PS PLAN AND TRUST
PRINEVILLE, OR
Other
NONE
385$18.4M$44K
OMEGA MORGAN HOLDINGS INC.
OMEGA MORGAN HOLDINGS INC. 401(K) SAVINGS PLAN
HILLSBORO, OR
Other
INVESTMENT/FINANCIAL ADVI
277$15.9M$20K
INTERNATIONAL BUILDING MATERIALS, LLC
INTERNATIONAL BUILDING MATERIALS, LLC 401(K) RETIREMENT PLAN
CLACKAMAS, OR
Other
NONE
346$12.7M$31K
MITCHELL LEWIS & STAVER CO.
MITCHELL LEWIS & STAVER CO. 401(K) PROFIT SHARING PLAN
WILSONVILLE, OR
Other
NONE
176$12.2M$16K
MITCHELL LEWIS & STAVER CO.
MITCHELL LEWIS & STAVER CO. 401(K) PROFIT SHARING PLAN
WILSONVILLE, OR
Other
NONE
175$11.3M$12K
MITCHELL LEWIS & STAVER CO.
MITCHELL LEWIS & STAVER CO. 401(K) PROFIT SHARING PLAN
WILSONVILLE, OR
Other
NONE
216$10.1M$43K
OMEGA MORGAN HOLDINGS INC.
OMEGA MORGAN HOLDINGS INC. 401(K) SAVINGS PLAN
HILLSBORO, OR
Other
INVESTMENT/FINANCIAL ADVI
156$9.1M$20K
RIVER POINT, LLC D/B/A RIVERPOIN
RIVERPOINT MEDICAL 401(K) PLAN
PORTLAND, OR
Other
INVESTMENT/FINANCIAL ADVI
310$7.8M$7K
UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH
UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN
ROSEBURG, OR
Advisor / Consultant
INVESTMENT ADVISORY
292$7.8M$19K
WESTERN WIRE WORKS, INC.
WESTERN WIRE WORKS, INC. 401(K) PROFIT SHARING PLAN
PORTLAND, OR
Advisor / Consultant
FINANCIAL ADVISOR
86$7.7M$35K
INCOME PROPERTY MANAGEMENT, CO.
INCOME PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST
PORTLAND, OR
Advisor / Consultant
ADVISOR
450$7.2M$19K
THE ULVEN COMPANIES
THE ULVEN COMPANIES 401(K) PLAN
HUBBARD, OR
Advisor / Consultant
INVESTMENT ADVISOR
76$7.1M$16K
GRAND CENTRAL BAKING COMPANY
GRAND CENTRAL BAKING COMPANY RETIREMENT SAVINGS PLAN
SEATTLE, WA
Other
INVESTMENT/FINANCIAL ADVI
239$7.0M$24K
THE ULVEN COMPANIES
THE ULVEN COMPANIES 401(K) PLAN
HUBBARD, OR
Advisor / Consultant
INVESTMENT ADVISOR
74$6.4M$16K
INCOME PROPERTY MANAGEMENT, CO.
INCOME PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST
PORTLAND, OR
Advisor / Consultant
ADVISOR
413$6.2M$16K
UMPQUA COMMUNITY HEALTH CENTER INC DBA AVIVA HEALTH
UMPQUA COMMUNITY HEALTH CENTER INC 403(B) RETIREMENT SAVINGS PLAN
ROSEBURG, OR
Advisor / Consultant
INVESTMENT ADVISORY
294$6.1M$8K
GRAND CENTRAL BAKING COMPANY
GRAND CENTRAL BAKING COMPANY RETIREMENT SAVINGS PLAN
PORTLAND, OR
Other
INVESTMENT/FINANCIAL ADVI
197$6.0M$20K
GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.
403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.
PORTLAND, OR
Other
NONE
92$5.0M$15K
INCOME PROPERTY MANAGEMENT, CO.
INCOME PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST
PORTLAND, OR
Advisor / Consultant
ADVISOR
172$5.0M$17K
ELEPHANTS FOOD GROUP INC.
ELEPHANTS FOOD GROUP INC. DBA ELEPHANTS DELICATESSEN 401(K)
PORTLAND, OR
Other
INVESTMENT/FINANCIAL ADVI
286$4.9M$16K
GRAND CENTRAL BAKING COMPANY
GRAND CENTRAL BAKING COMPANY RETIREMENT SAVINGS PLAN
PORTLAND, OR
Other
INVESTMENT/FINANCIAL ADVI
180$4.7M$19K
EAGLE NEWSPAPERS, INC.
EAGLE NEWSPAPERS, INC. SALARY PLUS SAVINGS PLAN
SALEM, OR
Other
NONE
47$4.6M$16K
ELEPHANTS FOOD GROUP INC.
ELEPHANTS FOOD GROUP INC. DBA ELEPHANTS DELICATESSEN 401(K)
PORTLAND, OR
Other
INVESTMENT/FINANCIAL ADVI
329$4.4M$13K
EAGLE NEWSPAPERS, INC.
EAGLE NEWSPAPERS, INC. SALARY PLUS SAVINGS PLAN
SALEM, OR
Other
NONE
46$4.3M$15K
GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.
403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.
PORTLAND, OR
Other
NONE
89$4.3M$13K
EAGLE NEWSPAPERS, INC.
EAGLE NEWSPAPERS, INC. SALARY PLUS SAVINGS PLAN
SALEM, OR
Other
NONE
47$4.1M$18K
ELEPHANTS FOOD GROUP INC.
ELEPHANTS FOOD GROUP INC. DBA ELEPHANTS DELICATESSEN 401(K)
PORTLAND, OR
Other
INVESTMENT/FINANCIAL ADVI
320$3.6M$16K
GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.
403(B) THRIFT PLAN FOR GIRL SCOUTS OF OREGON AND SOUTHWEST WASHINGTON, INC.
PORTLAND, OR
Other
NONE
76$3.5M$13K
NATIVE AMERICAN YOUTH AND FAMILY CENTER
NATIVE AMERICAN YOUTH AND FAMILY CENTER 401(K) PLAN
PORTLAND, OR
Other
NONE
125$2.9M$10K
PROGRASS, INC.
PRO-GRASS, INC. RETIREMENT PLAN
WILSONVILLE, OR
Other
NONE
95$1.8M$7K
SPECIALTY POLYMERS, INC.
SPECIALTY POLYMERS, INC.
WOODBURN, OR
Other
NONE
0$0$37K
DESCHUTES INVESTMENT — Form 5500 Service Provider Profile | Form 5500 Search