Filings through .
Sponsor portfolio
Roi Tax, LLC
EIN 84-4083190financial servicesLatest filing 2024
Plans
1
Retirement
1
$168K assets
Welfare
0
Participants
13
17355 BOONES FERRY ROAD - LAKE OSWEGO, OR 97035503-941-5925linktr.ee/roitaxLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROI TAX 401(K) PROFIT SHARING PLAN | 401(k) | $168K | 13 | 2024 |
Retirement plans