Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MENGIS CAPITAL MANAGEMENT, INC.
EIN 93-1326290investment bankingLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
13
ONE SW COLUMBIA STE 780 - PORTLAND, OR 97204503-916-0776mengiscapital.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 13 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
MENGIS CAPITAL MANAGEMENT 401(K) RETIREMENT PLAN
401k
Assets$3.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MENGIS CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$755K
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 | |
|---|---|---|---|---|---|---|
| 001 | MENGIS CAPITAL MANAGEMENT 401(K) RETIREMENT PLAN | 401k | $3.2M | 7 | 2025 | |
| 002 | MENGIS CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $755K | 6 | 2025 |
Retirement plans