Allium Financial Advisors LLC
Plan context: Allium Financial Advisors LLC 401(K) Plan
EIN 82-1142578 • Lake Oswego, OR • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$789,248
2025 Contributions
$185,882
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $789,248 | $185,882 | $13,277iApproximate average salary by contribution assumption: employee only about $331,932 at 4% or $221,288 at 6%; with 50% employer match about $221,288 at 4% or $147,525 at 6%; with 100% employer match about $165,966 at 4% or $110,644 at 6%. |
| Allium Financial Advisors LLC 401(K) Plan | - | 14 | $789,248 | $185,882 | $13,277iApproximate average salary by contribution assumption: employee only about $331,932 at 4% or $221,288 at 6%; with 50% employer match about $221,288 at 4% or $147,525 at 6%; with 100% employer match about $165,966 at 4% or $110,644 at 6%. |
| 2024 | 1 | 17 | $519,819 | $151,378 | $8,905iApproximate average salary by contribution assumption: employee only about $222,615 at 4% or $148,410 at 6%; with 50% employer match about $148,410 at 4% or $98,940 at 6%; with 100% employer match about $111,307 at 4% or $74,205 at 6%. |
| Allium Financial Advisors LLC 401(K) Plan | - | 17 | $519,819 | $151,378 | $8,905iApproximate average salary by contribution assumption: employee only about $222,615 at 4% or $148,410 at 6%; with 50% employer match about $148,410 at 4% or $98,940 at 6%; with 100% employer match about $111,307 at 4% or $74,205 at 6%. |
| 2023 | 1 | 14 | $353,377 | $141,628 | $10,116iApproximate average salary by contribution assumption: employee only about $252,907 at 4% or $168,605 at 6%; with 50% employer match about $168,605 at 4% or $112,403 at 6%; with 100% employer match about $126,454 at 4% or $84,302 at 6%. |
| Allium Financial Advisors LLC 401(K) Plan | - | 14 | $353,377 | $141,628 | $10,116iApproximate average salary by contribution assumption: employee only about $252,907 at 4% or $168,605 at 6%; with 50% employer match about $168,605 at 4% or $112,403 at 6%; with 100% employer match about $126,454 at 4% or $84,302 at 6%. |
| 2022 | 1 | 12 | $222,121 | $230,721 | $19,227iApproximate average salary by contribution assumption: employee only about $480,669 at 4% or $320,446 at 6%; with 50% employer match about $320,446 at 4% or $213,631 at 6%; with 100% employer match about $240,334 at 4% or $160,223 at 6%. |
| Allium Financial Advisors LLC 401(K) Plan | - | 12 | $222,121 | $230,721 | $19,227iApproximate average salary by contribution assumption: employee only about $480,669 at 4% or $320,446 at 6%; with 50% employer match about $320,446 at 4% or $213,631 at 6%; with 100% employer match about $240,334 at 4% or $160,223 at 6%. |