Rutherford Investment Manageme 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Rutherford Investment Manageme
  • Sponsor EIN: 931276795
  • Sponsor Address: 10300 SW GREENBURG RD STE 115, PORTLAND, OR, 972235477
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $1.8M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$1.8M$91,051$66,836
20233$1.4M$81,662$64,124
20223$993,669$78,927$55,474

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