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  2. LARSEN SANCHEZ PSYCHOLOGY, LLC
Sponsor portfolio

LARSEN SANCHEZ PSYCHOLOGY, LLC

EIN 46-2796848-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
133
905 SE 14TH AVE - PORTLAND, OR 97214503-622-8964
Plans on this EIN
2 filings
#001401k-$2.4M - 66 part#002ESOP-$156K - 67 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 133 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PMHW 401(K) (#001)94%
  • EMPLOYEE STOCK OWNERSHIP (#002)6%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)67
  • PMHW 401(K) (#001)66
Total 133Click 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

PMHW 401(K) PLAN

401k

Assets$2.4M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PORTLAND MENTAL HEALTH & WELLNESS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$156K
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PMHW 401(K) PLAN401k$2.4M662025
002PORTLAND MENTAL HEALTH & WELLNESS EMPLOYEE STOCK OWNERSHIP PLANESOP$156K672025
Retirement plans
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