Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Deschutes Investment Consulting
Deschutes Investment Consulting
- Service provider, as named on Schedule C
- EIN 273525757
- Plan year 2024
- Direct compensation reported $322,041
Assets of those plans
$1,267,210,860
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$322,041
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 6 |
| 27 | Investment advisory (plan) | 5 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 49 | Other services | 3 |
| 64 | Recordkeeping fees | 3 |
| 70 | Consulting fees | 3 |
| 99 | Other fees | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Lithia Motors, Inc. 401(k) Plan | Lithia Motors | $1,025,498,595 | 26,680 | $58,500 |
| Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust | Bullivant Houser Bailey | $64,749,946 | 264 | $7,500 |
| Swanson Group, Inc. and Affiliated Companies Employee Savings Plan | Swanson Group | $64,410,308 | 979 | $72,599 |
| Rain the Growth Agency Group Retirement Plan | Rain the Growth Agency | $46,338,900 | 359 | $50,092 |
| Omega Morgan Holdings Inc. 401(k) Savings Planrecordkeeper | Omega Morgan Holdings | $20,625,980 | 381 | $20,085 |
| Mitchell Lewis & Staver Co. 401(k) Profit Sharing Plan | Mitchell Lewis & Staver | $12,189,596 | 225 | $16,313 |
| Umpqua Community Health Center Inc 403(b) Retirement Savings Plan | Umpqua Community Health Center Inc DBA Aviva Health | $9,341,285 | 330 | $23,322 |
| Income Property Management Employees Savings Trust | Income Property Management | $7,211,979 | 193 | $18,863 |
| Grand Central Baking Company Retirement Savings Planrecordkeeper | Grand Central Baking | $6,997,071 | 347 | $24,242 |
| Native American Youth and Family Center 401(k) Plan | Native American Youth and Family Center | $4,953,091 | 158 | $14,302 |
| Elephants Food Group Inc. DBA Elephants Delicatessen 401(k)recordkeeper | Elephants Food Group | $4,894,109 | 161 | $16,223 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.