OpenERISA

Horst & Graben Wealth Management LLC.

Portland, OR, 97223

EIN 82-5527227
Plans
2
Total participants
43
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OregonFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Horst & Graben 401(K) Profit Sharing Plan6
2024Form 5500-SF002Horst & Graben Cash Balance Plan5
2023Form 5500-SF001Horst & Graben 401(K) Profit Sharing Plan5
2023Form 5500-SF002Horst & Graben Cash Balance Plan5
2022Form 5500-SF001Horst & Graben 401(K) Profit Sharing Plan5
2022Form 5500-SF002Horst & Graben Wealth Management, LLC Cash Balance Plan5
2021Form 5500-SF001Horst & Graben 401(K) Profit Sharing Plan6
2020Form 5500-SF001Horst & Graben 401(K) Profit Sharing Plan6

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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