Back to filter
Original filing (PDF)20250716115953NAL0001921827001
ENERGYGUARD WINDOWS DOORS AND
Form 5500-SF
FILING_RECEIVED
ENERGYGUARD WINDOWS DOORS AND 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGYGUARD WINDOWS DOORS AND.
Plan sponsor
Name
ENERGYGUARD WINDOWS DOORS AND
EIN
16-1720110
Address
516 E 2ND ST · NEWBERG, OR · 971323101
Phone
(503) 554-5500
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
PULVER ROOFING CO., INC.
PULVER ROOFING CO., INC. PROFIT SHARING PLAN
$1.6M · 9 participants
MONK'S HOLDING LLC
MONKS 401(K) PLAN
$1.6M · 61 participants
ALCOA CONCRETE & MASONRY INC
ALCOA CONCRETE & MASONRY CASH BALANCE PLAN
$1.6M · 72 participants
SIBLEY INC
SIBLEY INC 401(K) & PROFIT SHARING PLAN
$1.6M · 3 participants
FOI FORTUNA IRON
FOI FORTUNA IRON 401K PROFIT SHARING PLAN
$1.6M · 14 participants
STRATUM STRUCTURAL SYSTEMS, LLC
STRATUM STRUCTURAL SYSTEMS 401(K) PLAN
$1.6M · 12 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B