Becker Capital Management, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Becker Capital Management, INC.
  • Sponsor EIN: 930663104
  • Sponsor Address: 1211 SW FIFTH AVENUE, SUITE 2600, PORTLAND, OR, 97204
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 37
  • Total Assets: $40.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202537$40.2M$0$0
202431$36.1M$1.5M$0
202331$30.5M$1.4M$0
202231$28.1M$1.3M$0

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