How big is Willamette Valley Forklift LLC's plan?

Willamette Valley Forklift LLC's plan reported $355K in assets and 5 participants for 2024.

Original filing (PDF)20250609174640NAL0011173059001

Willamette Valley Forklift LLC

Name: Willamette Valley Forklift LLC — Willamette Valley, Form 5500 (2024)
Creator: Willamette Valley Forklift LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willamette Valley Forklift 401(k) Plan

401(k) retirement plan · Willamette Valley Forklift LLC's Willamette Valley Forklift 401(k) Plan held $355K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$355K

Net assets (EOY)

$355K

People on this filing

Tricia JOSI signed Willamette Valley Forklift LLC's 2024 Form 5500 as plan administrator.

Tricia JOSI — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Willamette Valley Forklift LLC's EIN is 27-1542569.

EIN 27-1542569

Plan number 001

Plan year 2024

ACK ID 20250609174640NAL0011173059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willamette Valley Forklift LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Willamette Valley Forklift LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLAMETTE VALLEY FORKLIFT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score