Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
RUTHERFORD INVESTMENT MANAGEME
EIN 93-1276795investment bankingLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
5
10300 SW GREENBURG RD STE 115 - PORTLAND, OR 972235477503-452-1210LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 5 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#001
RUTHERFORD INVESTMENT MANAGEME 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RUTHERFORD INVESTMENT MANAGEMENT DEFINED BENEFIT PLAN
CashBalance
Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RUTHERFORD INVESTMENT MANAGEME 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.5M | 3 | 2025 | |
| 002 | RUTHERFORD INVESTMENT MANAGEMENT DEFINED BENEFIT PLAN | CashBalance | $1.2M | 2 | 2024 |
Retirement plans