INDEPENDENT RETIREMENT
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
45
Active participants
13,648
Total plan assets
$675.4M
Filings (rows)
45
Direct comp
$329K
Indirect comp
$171K
Aggregating 4 name variants under "INDEPENDENT RETIREMENT"
SERVICES PROVIDED
TPA / Administrator35
Other9
Recordkeeper1
Top plans served
All 45 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SHOESTRING VALLEY HOLDINGS INC. SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 416 | $101.3M | $3K |
| SHOESTRING VALLEY HOLDINGS INC. SHOESTRING VALLEY HOLDINGS RETIREMENT PLAN | PORTLAND, OR | Other NONE | 426 | $91.6M | $2K |
| ANDERSEN CONSTRUCTION CO. INC. ANDERSEN CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | PORTLAND, OR | Other NONE | 395 | $77.0M | $2K |
| HERBERT MALARKEY ROOFING COMPANY HERBERT MALARKEY ROOFING COMPANY 401(K) PROFIT SHARING PLAN | PORTLAND, OR | TPA / Administrator CONTRACT ADMIN | 556 | $39.5M | $11K |
| OPENSESAME, INC. OPENSESAME 401K PLAN | AUSTIN, TX | TPA / Administrator THIRD PARTY ADMINISTRATO | 217 | $20.7M | $0 |
| JAMES W. FOWLER CO. JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN | DALLAS, OR | TPA / Administrator CONTRACT ADMIN | 189 | $17.5M | $6K |
| JAMES W. FOWLER CO. JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN | DALLAS, OR | TPA / Administrator CONTRACT ADMIN | 172 | $15.5M | $7K |
| AK-CHIN INDIAN COMMUNITY AK-CHIN INDIAN COMMUNITY 401(K) RETIREMENT SAVINGS PLAN | MARICOPA, AZ | TPA / Administrator CONTRACT ADMIN | 523 | $15.2M | $35K |
| HAWTHORN SENIOR LIVING, LLC HAWTHORN SENIOR LIVING LLC 401(K) PLAN | VANCOUVER, WA | Other NONE | 1,462 | $14.5M | $15K |
| AK-CHIN INDIAN COMMUNITY AK-CHIN INDIAN COMMUNITY 401(K) RETIREMENT SAVINGS PLAN | MARICOPA, AZ | TPA / Administrator CONTRACT ADMIN | 517 | $13.6M | $33K |
| WILLAMETTE VALLEY BANK WILLAMETTE VALLEY BANK 401(K) PROFIT SHARING PLAN | SALEM, OR | TPA / Administrator CONTRACT ADMIN | 149 | $13.2M | $10K |
| JAMES W. FOWLER CO. JAMES W. FOWLER CO. 401(K) PROFIT SHARING PLAN | DALLAS, OR | TPA / Administrator CONTRACT ADMIN | 190 | $12.8M | $4K |
| HAWTHORN SENIOR LIVING, LLC HAWTHORN SENIOR LIVING LLC 401(K) PLAN | VANCOUVER, WA | Other NONE | 1,405 | $12.7M | $15K |
| THESIS, LLC THESIS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND, OR | TPA / Administrator CONTRACT ADMINISTRATOR | 204 | $12.7M | $5K |
| AK-CHIN INDIAN COMMUNITY AK-CHIN INDIAN COMMUNITY 401(K) RETIREMENT SAVINGS PLAN | MARICOPA, AZ | TPA / Administrator THIRD PARTY ADMINISTRATO | 504 | $12.4M | $10K |
| WILLAMETTE VALLEY BANK WILLAMETTE VALLEY BANK 401(K) PROFIT SHARING PLAN | SALEM, OR | TPA / Administrator CONTRACT ADMIN | 122 | $12.1M | $10K |
| WILLAMETTE VALLEY BANK WILLAMETTE VALLEY BANK 401(K) PROFIT SHARING PLAN | SALEM, OR | TPA / Administrator THIRD PARTY ADMINISTRATO | 177 | $11.4M | $4K |
| OPENROAD TRANSPORTATION, INC OPENROAD TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | DALLAS, OR | TPA / Administrator CONTRACT ADMIN | 153 | $11.3M | $3K |
| WESTON INVESTMENT COMPANY, LLC DBA AMERICAN PROPERTY MANAGEMENT AMERICAN PROPERTY MANAGEMENT RETIREMENT PLAN | PORTLAND, OR | TPA / Administrator TPA-CONTRACT ADMIN | 156 | $11.3M | $9K |
| HAWTHORN SENIOR LIVING, LLC HAWTHORN SENIOR LIVING LLC 401(K) PLAN | VANCOUVER, WA | Other NONE | 1,354 | $10.7M | $7K |
| THESIS, LLC THESIS, LLC 401(K) PROFIT SHARING PLAN | PORTLAND, OR | TPA / Administrator CONTRACT ADMINISTRATOR | 304 | $10.5M | $1K |
| WESTON INVESTMENT COMPANY, LLC DBA AMERICAN PROPERTY MANAGEMENT AMERICAN PROPERTY MANAGEMENT RETIREMENT PLAN | PORTLAND, OR | TPA / Administrator TPA-CONTRACT ADMIN | 139 | $10.5M | $7K |
| MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | PORTLAND, OR | TPA / Administrator CONTRACT ADMIN | 77 | $10.2M | $665 |
| JUBITZ CORPORATION JUBITZ PROFIT SHARING/401(K) PLAN | PORTLAND, OR | TPA / Administrator CONTRACT ADMINISTRATOR | 229 | $10.2M | $8K |
| WESTON INVESTMENT COMPANY, LLC DBA AMERICAN PROPERTY MANAGEMENT AMERICAN PROPERTY MANAGEMENT RETIREMENT PLAN | PORTLAND, OR | TPA / Administrator TPA-CONTRACT ADMIN | 135 | $9.4M | $5K |
| OPENROAD TRANSPORTATION, INC OPENROAD TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | DALLAS, OR | TPA / Administrator CONTRACT ADMIN | 158 | $8.8M | $2K |
| SCENIC FRUIT COMPANY SCENIC FRUIT COMPANY 401K PROFIT SHARING PLAN | GRESHAM, OR | TPA / Administrator CONTRACT ADMIN | 154 | $7.8M | $8K |
| ADURO, LLC ADURO 401(K) PLAN | REDMOND, WA | TPA / Administrator CONTRACT ADMINISTRATORS | 48 | $7.6M | $0 |
| ADURO, LLC ADURO 401(K) PLAN | REDMOND, WA | TPA / Administrator CONTRACT ADMINISTRATOR | 156 | $7.4M | $0 |
| SUPERIOR TIRE SERVICE INC SUPERIOR TIRE SERVICE INC 401(K) PROFIT SHARING PLAN AND TRUST | SALEM, OR | TPA / Administrator CONTRACT ADMINISTRATOR | 154 | $7.2M | $2K |
| ADURO, LLC ADURO 401(K) PLAN | REDMOND, WA | TPA / Administrator CONTRACT ADMINISTRATOR | 103 | $6.7M | $0 |
| IDM COMPANIES, LLC IDM COMPANIES, LLC 401(K) PROFIT SHARING PLAN TRUST | SCOTTSDALE, AZ | Other 3RD PARTY ADMINISTRATOR | 248 | $6.3M | $10K |
| SUPERIOR TIRE SERVICE INC SUPERIOR TIRE SERVICE INC 401(K) PROFIT SHARING PLAN AND TRUST | SALEM, OR | TPA / Administrator CONTRACT ADMINISTRATOR | 139 | $6.1M | $1K |
| OPENROAD TRANSPORTATION, INC OPENROAD TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | DALLAS, OR | TPA / Administrator CONTRACT ADMIN | 154 | $6.0M | $0 |
| KASO PLASTICS, INC. KASO PLASTICS INC. 401(K) CASH OR DEFERRED SAVINGS PLAN | VANCOUVER, WA | TPA / Administrator CONTRACT ADMINISTRATOR | 104 | $5.5M | $3K |
| WEBER ENTERPRISES, INC. DBA EUGENE TACO BELL THE WEBER RETIREMENT PLAN | EUGENE, OR | Recordkeeper RECORDKEEPER | 787 | $5.2M | $5K |
| IDM COMPANIES, LLC IDM COMPANIES, LLC 401(K) PROFIT SHARING PLAN TRUST | VANCOUVER, WA | Other 3RD PARTY ADMINISTRATOR | 169 | $5.0M | $22K |
| IDM APARTMENTS, LLC IDM APARTMENTS LLC 401(K) PROFIT SHARING PLAN TRUST | VANCOUVER, WA | Other 3RD PARTY ADMINISTRATOR | 194 | $3.8M | $8K |
| PORTLAND SPECIALTY BAKING, LLC PORTLAND SPECIALTY BAKING, LLC 401(K) PLAN | PORTLAND, OR | TPA / Administrator CONTRACT ADMIN | 158 | $2.9M | $7K |
| OPPORTUNITY FOUNDATION OF CENTRAL OREGON OPPORTUNITY FOUNDATION OF CENTRAL OREGON RETIREMENT PLAN | REDMOND, OR | TPA / Administrator THIRD PARTY ADMINISTRATO | 182 | $2.6M | $1K |
| PORTLAND SPECIALTY BAKING, LLC PORTLAND SPECIALTY BAKING, LLC 401(K) PLAN | PORTLAND, OR | TPA / Administrator CONTRACT ADMIN | 175 | $2.4M | $7K |
| OPPORTUNITY FOUNDATION OF CENTRAL OREGON OPPORTUNITY FOUNDATION OF CENTRAL OREGON RETIREMENT PLAN | REDMOND, OR | TPA / Administrator THIRD PARTY ADMINISTRATO | 196 | $2.2M | $900 |
| A & R SPADA FARMS, LLC A & R SPADA FARMS, LLC 401K PROFIT SHARING PLAN | ST. PAUL, OR | TPA / Administrator CONTRACT ADMIN | 50 | $2.1M | $7K |
| PORTLAND SPECIALTY BAKING, LLC PORTLAND SPECIALTY BAKING, LLC 401(K) PLAN | PORTLAND, OR | TPA / Administrator CONTRACT ADMIN | 148 | $1.9M | $8K |
| HERBERT MALARKEY ROOFING COMPANY HERBERT MALARKEY ROOFING COMPANY 401(K) PROFIT SHARING PLAN | PORTLAND, OR | TPA / Administrator CONTRACT ADMIN | 0 | $0 | $24K |