· 2022–2024 · DOL EFAST2
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CANTERBURY GROUP, CORP. — CANTERBURY GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250926144436NAL0021865778001
CANTERBURY GROUP, CORP.
Form 5500-SF
FILING_RECEIVED
CANTERBURY GROUP 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
23
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
CANTERBURY GROUP, CORP.
.
Find decision makers
Plan sponsor
Name
CANTERBURY GROUP, CORP.
EIN
20-3920867
Address
11922 NE AIRPORT WAY · PO BOX 56150 · PORTLAND, OR · 97238
Phone
(503) 708-5404
Industry
Accommodation & Food Services
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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WIG PROPERTIES LLC
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DAVIS ENTERPRISES
DAVIS ENTERPRISES 401(K) PLAN
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 23% as many balances as active participants — suggests many active employees aren't deferring.
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.
$4.5M · 69 participants
SRG, LLC
SPRINGFIELD RESTAURANT GROUP 401K PROFIT SHARING PLAN
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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
