Civic Intelligence

Dougall Conradie LLC

Plan context: Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan

EIN 20-5230500 • Beaverton, OR • 10 filings • 2 plans

P O Box 400Beaverton, OR 97075
Current Snapshot

Latest Year

2025

2025 Participants

43

2025 Assets

$5,147,772

2025 Contributions

$454,798

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,147,772$2,573,886$0201620212025YearValue
$5,147,772Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

43220201620212025YearValue
43Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025143$5,147,772$454,798$10,577iApproximate average salary by contribution assumption: employee only about $264,417 at 4% or $176,278 at 6%; with 50% employer match about $176,278 at 4% or $117,519 at 6%; with 100% employer match about $132,209 at 4% or $88,139 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-43$5,147,772$454,798$10,577iApproximate average salary by contribution assumption: employee only about $264,417 at 4% or $176,278 at 6%; with 50% employer match about $176,278 at 4% or $117,519 at 6%; with 100% employer match about $132,209 at 4% or $88,139 at 6%.
2024142$4,135,055$846,729$20,160iApproximate average salary by contribution assumption: employee only about $504,005 at 4% or $336,004 at 6%; with 50% employer match about $336,004 at 4% or $224,002 at 6%; with 100% employer match about $252,003 at 4% or $168,002 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-42$4,135,055$846,729$20,160iApproximate average salary by contribution assumption: employee only about $504,005 at 4% or $336,004 at 6%; with 50% employer match about $336,004 at 4% or $224,002 at 6%; with 100% employer match about $252,003 at 4% or $168,002 at 6%.
2023139$2,880,994$467,872$11,997iApproximate average salary by contribution assumption: employee only about $299,918 at 4% or $199,945 at 6%; with 50% employer match about $199,945 at 4% or $133,297 at 6%; with 100% employer match about $149,959 at 4% or $99,973 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-39$2,880,994$467,872$11,997iApproximate average salary by contribution assumption: employee only about $299,918 at 4% or $199,945 at 6%; with 50% employer match about $199,945 at 4% or $133,297 at 6%; with 100% employer match about $149,959 at 4% or $99,973 at 6%.
2022138$2,264,533$859,212$22,611iApproximate average salary by contribution assumption: employee only about $565,271 at 4% or $376,847 at 6%; with 50% employer match about $376,847 at 4% or $251,232 at 6%; with 100% employer match about $282,636 at 4% or $188,424 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-38$2,264,533$859,212$22,611iApproximate average salary by contribution assumption: employee only about $565,271 at 4% or $376,847 at 6%; with 50% employer match about $376,847 at 4% or $251,232 at 6%; with 100% employer match about $282,636 at 4% or $188,424 at 6%.
2021131$1,823,373$380,936$12,288iApproximate average salary by contribution assumption: employee only about $307,206 at 4% or $204,804 at 6%; with 50% employer match about $204,804 at 4% or $136,536 at 6%; with 100% employer match about $153,603 at 4% or $102,402 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-31$1,823,373$380,936$12,288iApproximate average salary by contribution assumption: employee only about $307,206 at 4% or $204,804 at 6%; with 50% employer match about $204,804 at 4% or $136,536 at 6%; with 100% employer match about $153,603 at 4% or $102,402 at 6%.
2020131$1,287,073$237,210$7,652iApproximate average salary by contribution assumption: employee only about $191,298 at 4% or $127,532 at 6%; with 50% employer match about $127,532 at 4% or $85,022 at 6%; with 100% employer match about $95,649 at 4% or $63,766 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-31$1,287,073$237,210$7,652iApproximate average salary by contribution assumption: employee only about $191,298 at 4% or $127,532 at 6%; with 50% employer match about $127,532 at 4% or $85,022 at 6%; with 100% employer match about $95,649 at 4% or $63,766 at 6%.
2019129$912,142$166,401$5,738iApproximate average salary by contribution assumption: employee only about $143,449 at 4% or $95,633 at 6%; with 50% employer match about $95,633 at 4% or $63,755 at 6%; with 100% employer match about $71,725 at 4% or $47,816 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-29$912,142$166,401$5,738iApproximate average salary by contribution assumption: employee only about $143,449 at 4% or $95,633 at 6%; with 50% employer match about $95,633 at 4% or $63,755 at 6%; with 100% employer match about $71,725 at 4% or $47,816 at 6%.
2018125$605,334$399,948$15,998iApproximate average salary by contribution assumption: employee only about $399,948 at 4% or $266,632 at 6%; with 50% employer match about $266,632 at 4% or $177,755 at 6%; with 100% employer match about $199,974 at 4% or $133,316 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-25$605,334$399,948$15,998iApproximate average salary by contribution assumption: employee only about $399,948 at 4% or $266,632 at 6%; with 50% employer match about $266,632 at 4% or $177,755 at 6%; with 100% employer match about $199,974 at 4% or $133,316 at 6%.
2017124$263,719$150,576$6,274iApproximate average salary by contribution assumption: employee only about $156,850 at 4% or $104,567 at 6%; with 50% employer match about $104,567 at 4% or $69,711 at 6%; with 100% employer match about $78,425 at 4% or $52,283 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-24$263,719$150,576$6,274iApproximate average salary by contribution assumption: employee only about $156,850 at 4% or $104,567 at 6%; with 50% employer match about $104,567 at 4% or $69,711 at 6%; with 100% employer match about $78,425 at 4% or $52,283 at 6%.
2016114$84,625$116,552$8,325iApproximate average salary by contribution assumption: employee only about $208,129 at 4% or $138,752 at 6%; with 50% employer match about $138,752 at 4% or $92,502 at 6%; with 100% employer match about $104,064 at 4% or $69,376 at 6%.
Dougall Conradie LLC / Roi Financial Advisors LLC 401(K) Plan-14$84,625$116,552$8,325iApproximate average salary by contribution assumption: employee only about $208,129 at 4% or $138,752 at 6%; with 50% employer match about $138,752 at 4% or $92,502 at 6%; with 100% employer match about $104,064 at 4% or $69,376 at 6%.