Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
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Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Pacific Office Automation, Inc. Pacific Office Automation Capital Accumulation Plan · all filings | BEAVERTON, OR | Advisor / Consultant | 1,160 | $157.4M | $268K | $0 |
| Pacific Office Automation, Inc. Pacific Office Automation Capital Accumulation Plan · all filings | BEAVERTON, OR | Advisor / Consultant | 1,115 | $133.6M | $227K | $0 |
| Harder Mechanical Contractors, Inc. Harder Mechanical Contractors Retirement Plan · all filings | PORTLAND, OR | Other service providers | 339 | $110.2M | $32K | $0 |
| Pacific Office Automation, Inc. Pacific Office Automation Capital Accumulation Plan · all filings | BEAVERTON, OR | Advisor / Consultant | 868 | $99.8M | $266K | $0 |
| Harder Mechanical Contractors, Inc. Harder Mechanical Contractors Retirement Plan · all filings | PORTLAND, OR | Other service providers | 357 | $90.5M | $18K | $0 |
| Pediatric Associates, Inc. PS Pediatric Associates, Inc. P.S. 401(k) Profit Sharing Plan and Trust · all filings | BELLEVUE, WA | Advisor / Consultant | 310 | $71.0M | $227K | $0 |
| Pediatric Associates, Inc. PS Pediatric Associates, Inc. P.S. 401(k) Profit Sharing Plan and Trust · all filings | BELLEVUE, WA | Advisor / Consultant | 333 | $69.5M | $254K | $0 |
| Harder Mechanical Contractors, Inc. Harder Mechanical Contractors Retirement Plan · all filings | PORTLAND, OR | Other service providers | 343 | $67.5M | $130K | $0 |
| Interface Engineering Inc. Interface Engineering Inc. Retirement Plan · all filings | PORTLAND, OR | Advisor / Consultant | 250 | $58.5M | $126K | $0 |
| Interface Engineering Inc. Interface Engineering Inc. Retirement Plan · all filings | PORTLAND, OR | Advisor / Consultant | 254 | $49.4M | $140K | $0 |
| Interface Engineering Inc. Interface Engineering Inc. Retirement Plan · all filings | PORTLAND, OR | Advisor / Consultant | 247 | $36.1M | $150K | $0 |
| Emery & Sons Construction Group, LLC Emery & Sons Construction Group, LLC Retirement and Savings Plan · all filings | SALEM, OR | Advisor / Consultant | 220 | $32.6M | $26K | $0 |
| Emery & Sons Construction Group, LLC Emery & Sons Construction Group, LLC Retirement and Savings Plan · all filings | SALEM, OR | Advisor / Consultant | 200 | $26.3M | $13K | $0 |
| K & E Excavating Incorporated K & E Excavating Incorporated 401(k) Plan & Trust · all filings | SALEM, OR | Advisor / Consultant | 291 | $24.7M | $102K | $0 |
| K & E Excavating Incorporated K & E Excavating Incorporated 401(k) Plan & Trust · all filings | SALEM, OR | Advisor / Consultant | 279 | $19.4M | $76K | $0 |
| Emery & Sons Construction Group, LLC Emery & Sons Construction Group, LLC Retirement and Savings Plan · all filings | SALEM, OR | Advisor / Consultant | 214 | $19.0M | $10K | $0 |
| Anderson Pacific Engineering Construction, Inc. Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan · all filings | SANTA CLARA, CA | Other service providers | 146 | $18.1M | $79K | $0 |
| Broadway Medical Clinic, LLP Broadway Medical Clinic, LLP 401(k) Profit Sharing Plan · all filings | PORTLAND, OR | Other service providers | 99 | $16.9M | $52K | $0 |
| RSG Forest Products Inc. RSG Forest Products Inc. 401(k) Plan · all filings | KALAMA, WA | Other service providers | 575 | $16.6M | $80K | $0 |
| Broadway Medical Clinic, LLP Broadway Medical Clinic, LLP 401(k) Profit Sharing Plan · all filings | PORTLAND, OR | Other service providers | 106 | $15.2M | $100K | $0 |
| Anderson Pacific Engineering Construction, Inc. Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan · all filings | SANTA CLARA, CA | Other service providers | 149 | $15.2M | $67K | $0 |
| S.B.C.C., Inc. South Bay Construction Company 401(k) Profit Sharing Plan · all filings | CAMPBELL, CA | Advisor / Consultant | 68 | $15.2M | $93K | $0 |
| S.B.C.C., Inc. South Bay Construction Company 401(k) Profit Sharing Plan · all filings | CAMPBELL, CA | Advisor / Consultant | 83 | $14.3M | $83K | $0 |
| Stoner Electric, LLC The Stoner Electric Group 401(k) Plan · all filings | MILWAUKIE, OR | Other service providers | 231 | $14.2M | $72K | $0 |
| Stoner Electric, LLC The Stoner Electric Group 401(k) Plan · all filings | MILWAUKIE, OR | Other service providers | 258 | $12.5M | $57K | $0 |
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