· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AAKEN CORPORATION — AAKEN CORP. 401(K) PSP, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250729092427NAL0001202515001
AAKEN CORPORATION
Form 5500-SF
FILING_RECEIVED
AAKEN CORP. 401(K) PSP
401(k) retirement plan
Active participants
46
Accounts w/ balance
40
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
AAKEN CORPORATION
.
Find decision makers
Plan sponsor
Name
AAKEN CORPORATION
EIN
20-5086859
Address
1260 NE 1ST STREET · BEND, OR · 97701
Phone
(541) 330-9545
Industry
Other Services (ex. Public Admin)
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
2025-07-29
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
MAYDAY AVIONICS, INC.
MAYDAY AVIONICS, INC 401(K) PLAN
$2.9M · 16 participants
G.W. ELECTRONICS, LTD.
G.W. ELECTRONICS, LTD. EMPLOYEES' 401(K) PROFIT SHARING PLAN
$2.9M · 3 participants
ELECTRIC MOTOR SERVICES INC
ELECTRIC MOTOR SERVICES INC
$2.9M · 77 participants
HORNEDO, INC. DBA PACIFIC COLLISION EQUIPMENT CO
HORNEDO, INC. 401(K) PROFIT SHARING PLAN
$2.9M · 2 participants
SC SPENCER ELECTRIC, INC.
SC SPENCER ELECTRIC, INC. PROFIT SHARING RETIREMENT PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.9M · 11 participants
GREENVILLE SCALE CO INC
GREENVILLE SCALE CO INC 401(K) PROFIT SHARING PLAN & TRUST
$2.8M · 19 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