· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
H3O, INC. — H3O, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014144445NAL0004279424001
H3O, INC.
Form 5500-SF
FILING_RECEIVED
H3O, INC. 401(K) PLAN
401(k) retirement plan
Active participants
59
Accounts w/ balance
20
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
84
/ 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
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
H3O, INC.
.
Find decision makers
Plan sponsor
Name
H3O, INC.
EIN
26-3221103
Address
34123 CUSHMAN RD. SW · ALBANY, OR · 97321
Phone
(541) 995-6158
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providers
Related plans
Similar-size Manufacturing plans
SPARTAN FASTENER, LLC
SPARTAN FASTENER LLC 401(K) PLAN
$2.1M · 39 participants
MACHINE AND FABRICATION SPECIALISTS
G&R METALS 401(K) PROFIT SHARING PLAN
$2.1M · 24 participants
SOUTHERN CARBIDE SPECIALISTS, INC.
SOUTHERN CARBIDE SPECIALISTS SAVINGS AND PROTECTION PLAN
$2.1M · 20 participants
FWM, INC.
FWM, INC 401(K) PLAN
$2.1M · 29 participants
DUNHAM METAL PROCESSING, INC.
DUNHAM METAL PROCESSING, INC. 401(K) PLAN
$2.1M · 26 participants
65
Knocking points off
Only 34% 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.
FIRE FOE CORP
FIRE FOE CORPORATION EMPLOYEES' 401(K) PROFIT SHARING PLAN
$2.1M · 21 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