PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ADVANTAGE MORTGAGE, INC.
Sponsor portfolio

ADVANTAGE MORTGAGE, INC.

EIN 82-5478762-financial services-Latest filing 2025
Plans
3
Retirement
3
$5.7M assets
Welfare
0
Participants
141
184 N. GRANT - CANBY, OR 97013503-266-5800LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#003401k-$3.3M - 74 part#002CashBalance-$1.9M - 12 part#001ProfitSharing-$468K - 55 part

Retirement portfolio analytics

3 plans aggregated / $5.7M assets / 141 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • INC. EMPLOYEE 401(K) (#003)59%
  • INC. RETIREMENT PLAN (#002)33%
  • PROFIT SHARING PLAN (#001)8%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEE 401(K) (#003)74
  • PROFIT SHARING PLAN (#001)55
  • INC. RETIREMENT PLAN (#002)12
Total 141Click 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#003

ADVANTAGE MORTGAGE, INC. EMPLOYEE 401(K) PLAN

401k

Assets$3.3M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ADVANTAGE MORTGAGE, INC. RETIREMENT PLAN

CashBalance

Assets$1.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADVANTAGE MORTGAGE, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$468K
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ADVANTAGE MORTGAGE, INC. EMPLOYEE 401(K) PLAN401k$3.3M742025
002ADVANTAGE MORTGAGE, INC. RETIREMENT PLANCashBalance$1.9M122024
001ADVANTAGE MORTGAGE, INC. PROFIT SHARING PLANProfitSharing$468K552025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica