Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HAUGEBERG RUETER STONE GOWELL & FREDRICKS
EIN 93-0674923Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
23
620 NE 5TH ST - MCMINNVILLE, OR 971284507
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 23 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#002
HAUGEBERG, RUETER, GOWELL, FREDRICKS & HIGGINS, P.C. 401(K) PLAN
401k
Assets$5.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HAUGEBERG RUETER STONE GOWELL & FREDRICKS
401k
Assets$55K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HAUGEBERG, RUETER, GOWELL, FREDRICKS & HIGGINS, P.C. 401(K) PLAN | 401k | $5.4M | 22 | 2024 | |
| 001 | HAUGEBERG RUETER STONE GOWELL & FREDRICKS | 401k | $55K | 1 | 2025 |
Retirement plans