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ORCA INVESTMENT MANAGEMENT, LLC

EIN 27-1604764-investment banking-Latest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
7
6 CENTERPOINTE DRIVE, SUITE 300 - LAKE OSWEGO, OR 97035503-582-9500orcaim.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$2.9M - 7 part

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Retirement#001

ORCA INVESTMENT MANAGEMENT, LLC SAVINGS & RETIREMENT PLAN

401k

Assets$2.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORCA INVESTMENT MANAGEMENT, LLC SAVINGS & RETIREMENT PLAN401k$2.9M72025
Retirement plans
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