Roi Financial Advisors, LLC
Oregon
Registered In
08/22/2012
Incorp. Date
Company Summary
Roi Financial Advisors, LLC at 14675 SW Millikan Way, Beaverton, Or 97003 lists Lance Jarl Johnson of Beaverton, OR as the associate.
- Registered In
- Oregon
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Domestic Limited Liability Company
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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Lance Jarl Johnson
Registered Agent
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14675 SW MILLIKAN WAY, BEAVERTON, OR 97003
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Lance Jarl Johnson
Member
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14675 SW MILLIKAN WAY, BEAVERTON, OR 97003
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14675 SW MILLIKAN WAY, BEAVERTON, OR 97003
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Financial Information for Roi Financial Advisors, LLC
Form 5500
ROI FINANCIAL ADVISORS LLC
14675 SW Millikan Way, Beaverton, Or 97003 (503) 941-5925 EIN:46-1141934 Plan Admin:Lance Johnson| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameROI FINANCIAL ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$456,549 / $449,397 | 2022 | ROI FINANCIAL ADVISORS LLC 401(K) PLAN - Plan #001 | 12 / 12 | $456,549 / $449,397 |
| 2021 | Plan NameROI FINANCIAL ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$327,491 / $456,549 | 2021 | ROI FINANCIAL ADVISORS LLC 401(K) PLAN - Plan #001 | 11 / 12 | $327,491 / $456,549 |
| 2020 | Plan NameROI FINANCIAL ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 10 Assets BOY/EOY$396,053 / $327,491 | 2020 | ROI FINANCIAL ADVISORS LLC 401(K) PLAN - Plan #001 | 7 / 10 | $396,053 / $327,491 |
| 2019 | Plan NameROI FINANCIAL ADVISORS LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$255,763 / $396,053 | 2019 | ROI FINANCIAL ADVISORS LLC 401(K) PLAN - Plan #001 | 6 / 7 | $255,763 / $396,053 |
Benefit & Retirement Plans based on Form 5500.
Address Match:14675 Sw Millikan Way Beaverton, OR
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The following government agencies have contributed data:
Oregon Secretary of State U.S. Department of Labor
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