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Sponsor portfolio

SIRV, INC.

EIN 45-5155661-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
161
12901 SE 97TH AVE - CLACKAMAS, OR 97015503-805-9961
Plans on this EIN
2 filings
#001ProfitSharing-$3.0M - 39 part#002401k-$267K - 122 part

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 161 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • INC. RETIREMENT PLAN (#001)92%
  • PLAN AND TRUST (#002)8%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)122
  • INC. RETIREMENT PLAN (#001)39
Total 161Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SIRV, INC. RETIREMENT PLAN

ProfitSharing

Assets$3.0M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SIRV, INC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$267K
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SIRV, INC. RETIREMENT PLANProfitSharing$3.0M392025
002SIRV, INC 401(K) PROFIT SHARING PLAN AND TRUST401k$267K1222025
Retirement plans
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