· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIRV, INC. — SIRV, INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630125324NAL0017313648001
SIRV, INC.
Form 5500-SF
FILING_RECEIVED
SIRV, INC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
67
Accounts w/ balance
69
Plan assets (EOY)
$160K
Net assets (EOY)
$160K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIRV, INC.
.
Find decision makers
Plan sponsor
Name
SIRV, INC.
EIN
45-5155661
Address
12901 SE 97TH AVE · STE 408 · CLACKAMAS, OR · 97015
Phone
(503) 344-6044
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
AVENUE MORI MEDICAL EQUIPMENT, INC.
AVENUE MORI MEDICAL EQUIPMENT, INC. 401(K) AND PROFIT SHARING PLAN
$160K · 67 participants
FAITH HOME HEALTHCARE, LLC
FAITH HOME HEALTHCARE 401(K) PLAN
$160K · 165 participants
UNIQUE AID
UNIQUE AID 401(K) PLAN
$160K · 171 participants
WORKERS HEALTH SOLUTIONS LLC
WORKERS HEALTH SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST
$160K · 4 participants
ALLIED HEALTH SYSTEMS LLC
ALLIED HEALTH SYSTEMS LLC 401K
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$160K · 45 participants
FIDUCIARY WISE, LLC FBO RODOLPH COMPANY LLC
401(K) TOTAL ADVANTAGE FBO RODOLPH COMPANY LLC
$161K · 26 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