· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WOLCOTT DESIGN SERVICES LLC — RAPID MACHINING SOLUTIONS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250612124818NAL0016599345001
WOLCOTT DESIGN SERVICES LLC
Form 5500-SF
FILING_RECEIVED
RAPID MACHINING SOLUTIONS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
23
Plan assets (EOY)
$794K
Net assets (EOY)
$794K
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WOLCOTT DESIGN SERVICES LLC
.
Find decision makers
Plan sponsor
Name
WOLCOTT DESIGN SERVICES LLC
EIN
20-3170420
Address
25749 SOUTHWEST CANYON CREEK RD. · SUITE 400500 · WILSONVILLE, OR · 97070
Phone
(949) 664-2228
Industry
Manufacturing
see 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
2025-06-12
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
CTCOA, LLC
CTCOA, LLC 401(K) P/S PLAN
$792K · 57 participants
ARVAN, INC.
ARVAN, INC. 401(K) PLAN
$780K · 14 participants
BISCHOFF AEROSPACE
BISCHOFF AEROSPACE 401(K) PLAN
$778K · 21 participants
LANCAIR INTERNATIONAL, LLC
SKYWAY RETIREMENT PLAN
$810K · 93 participants
SETNA IO, LLC
SETNA IO, LLC 401(K) PLAN
$777K · 169 participants
PTI ACQUISITION CORPORATION
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PRECISION TOOL, INC. 401(K) SAVINGS PLAN
$774K · 14 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