Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRETCHEN STANGIER, INC.
EIN 27-0409481Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
7
12550 SE 93RD AVE., STE 340 - CLACKAMAS, OR 97015503-257-0057
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 7 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
GRETCHEN STANGIER, INC. 401(K) PLAN
401k
Assets$3.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
GRETCHEN STANGIER, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants3
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 | GRETCHEN STANGIER, INC. 401(K) PLAN | 401k | $3.7M | 4 | 2025 | |
| 003 | GRETCHEN STANGIER, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 3 | 2025 |
Retirement plans