Original filing (PDF)20250915165611NAL0002125776001

STATES INDUSTRIES, LLC

Name: STATES INDUSTRIES, LLC — STATES INDUSTRIES, LLC 401(K) PLAN AND TRUST, Form 5500 (2024)
Creator: STATES INDUSTRIES, LLC

Form 5500

FILING_RECEIVED

STATES INDUSTRIES, LLC 401(K) PLAN AND TRUST

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

310

Accounts w/ balance

367

Plan assets (EOY)

$17.0M

Net assets (EOY)

$17.0M

How this plan invests

This plan

2 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STATES INDUSTRIES, LLC.

Plan sponsor

Name

STATES INDUSTRIES, LLC

EIN

27-3216331

Address

29545 EAST ENID ROAD PO BOX 41150 · EUGENE, OR · 97402

Phone

(541) 688-7871

Industry

Manufacturingsee 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

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JPMORGAN INVEST HOLDINGS LLC	13-2624428	—	RECORDKEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	13-2624428	—	INVESTMENT ADVISOR	$38K	—

Investments

2 pooled funds· $744K(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001	Common Collective Trust	—	$801K	$702K	4.1%
	PGIM TOTAL RETURN BOND FUND CIT CL PGIM INVESTMENTS · EIN 38-4097323 / PN 471	Common Collective Trust