· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BOULDER FALLS INN, LLC — BOULDER FALLS INN, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251001121729NAL0020963954001
BOULDER FALLS INN, LLC
Form 5500-SF
FILING_RECEIVED
BOULDER FALLS INN, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
44
Accounts w/ balance
9
Plan assets (EOY)
$394K
Net assets (EOY)
$394K
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
BOULDER FALLS INN, LLC
.
Find decision makers
Plan sponsor
Name
BOULDER FALLS INN, LLC
EIN
35-2521757
Address
505 MULLINS DR · LEBANON, OR · 973553997
Phone
(541) 405-7023
Industry
Accommodation & Food Services
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
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
LEXIMA LLC
RETIREMENT INCOME SECURITY PLAN-LEXIMA LLC
$393K · 345 participants
J H MANAGEMENT LLC
J H MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$395K · 68 participants
AQUILA LODGING, LLC
AQUILA LODGING, LLC 401(K) PLAN
$392K · 159 participants
CHITTENDEN RESORTS, LLC DBA THE MOUNTAIN TOP INN & RESORT
MOUNTAIN TOP INN 401K PSP
$395K · 50 participants
308 WEST 58TH ST LLC
308 WEST 58TH LLC 401(K) PLAN
$391K · 4 participants
65
Knocking points off
Only 20% 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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HEIRLOOM INN, INC
HEIRLOOM INN, INC 401K PLAN
$396K · 11 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
