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JENNIFER R KEETON — JENNIFER R KEETON 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721125531NAL0003801058001
JENNIFER R KEETON
Form 5500-SF
FILING_RECEIVED
JENNIFER R KEETON 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
111
Accounts w/ balance
62
Plan assets (EOY)
$86K
Net assets (EOY)
$86K
Plan health score (directional)
83
/ 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
JENNIFER R KEETON
.
Find decision makers
Plan sponsor
Name
JENNIFER R KEETON
EIN
26-4467647
Address
137 S MAIN ST · PENDLETON, OR · 978012214
Phone
(541) 969-4267
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
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
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
Similar-size Other Services (ex. Public Admin) plans
POOCHIES DOG GROOMING LLC
POOCHIES DOG GROOMING LLC 401(K) PROFIT SHARING PLAN & TRUST
$86K · 14 participants
GRUPO SAN MIGUEL TX-MX LLC
GRUPO SAN MIGUEL TX-MX LLC
$86K · 5 participants
JBR SERVICES MT, LLC
JBR SERVICES MT, LLC SHARING PLAN AND TRUST
$86K · 6 participants
HANDY LOCK MANAGEMENT LLC
HANDY LOCK MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$86K · 30 participants
DANCE FIRST LTD
DANCE FIRST LTD 401(K) PROFIT SHARING PLAN & TRUST
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
56% balance-to-active ratio — below typical for a healthy 401(k).
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.
$86K · 18 participants
US 31 SUPPLY
US 31 SUPPLY
$85K · 13 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
