Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENNETT, HARTMAN, MORRIS & KAPLAN, LLP
EIN 93-0633539Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
21
210 SW MORRISON ST, SUITE 500 - PORTLAND, OR 97204503-227-4600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 21 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BENNETT, HARTMAN, MORRIS & KAPLAN SALARY PLUS PLAN
401k
Assets$3.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BENNETT, HARTMAN, MORRIS & KAPLAN 401(K) UNION RETIREMENT PLAN
401k
Assets$335K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BENNETT, HARTMAN, MORRIS & KAPLAN SALARY PLUS PLAN | 401k | $3.7M | 15 | 2025 | |
| 002 | BENNETT, HARTMAN, MORRIS & KAPLAN 401(K) UNION RETIREMENT PLAN | 401k | $335K | 6 | 2025 |
Retirement plans