TROTTER & MORTON EMPLOYEES' SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Active participants
42
Accounts w/ balance
55
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score
85
/ 100
Grade A
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
48
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROTTER & MORTON FACILITY SERVICE OF PNW, INC..
Plan sponsor
Name
TROTTER & MORTON FACILITY SERVICE OF PNW, INC.
EIN
37-1489829
Address
29755 SW BOONES FERRY RD · WILLSONVILLE, OR · 97070
Phone
(816) 604-9695
Industry
Plumbing, Heating, AC Contractors· Constructionsee 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
2025-09-29
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 Plumbing, Heating, AC Contractors plans
