Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OCHOCO WEST, LLC
EIN 20-1826952information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
22
5991 W. STATE ST., SUITE B - BOISE, ID 83703208-342-6303ochocowest.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 22 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OCHOCO WEST, LLC RETIREMENT TRUST
401k
Assets$4.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OCHOCO WEST, LLC CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OCHOCO WEST, LLC RETIREMENT TRUST | 401k | $4.7M | 12 | 2024 | |
| 002 | OCHOCO WEST, LLC CASH BALANCE PLAN | CashBalance | $2.4M | 10 | 2024 |
Retirement plans