Set Management, LLC 401(k) Profit Sharing Plan
Set Management, LLC, Portland OR. Employer ID 264196387, plan number 001. Annual reports on file for 2010 to 2025.
Where the money went
- Filed 2010-2025Set Management, LLC 401(k) Profit Sharing Plan, Set Management, LLC
- 2025Assets transferred to The Savings and Investment Plan
- TodayThe Savings and Investment Plan still files. The Vanguard Group, Inc. keeps the records. That is where to ask.
Records are kept by The Vanguard Group, Inc., per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2025: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2025: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 82 | — | Filing |
| 2015 | 121 | — | Filing |
| 2016 | 163 | 101 | Filing |
| 2017 | 216 | 133 | Filing |
| 2018 | 230 | 193 | Filing |
| 2019 | 202 | 177 | Filing |
| 2020 | 168 | 146 | Filing |
| 2021 | 145 | 130 | Filing |
| 2022 | 147 | 129 | Filing |
| 2023 | 147 | 129 | Filing |
| 2024 | 141 | 120 | Filing |
| 2025 | 0 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.