· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILLAMETTE VALLEY EXCAVATING, LLC. — WILLAMETTE VALLEY EXCAVATING, LLC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250512162439NAL0016977713001
WILLAMETTE VALLEY EXCAVATING, LLC.
Form 5500-SF
FILING_RECEIVED
WILLAMETTE VALLEY EXCAVATING, LLC. 401(K) PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
44
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
WILLAMETTE VALLEY EXCAVATING, LLC.
.
Find decision makers
Plan sponsor
Name
WILLAMETTE VALLEY EXCAVATING, LLC.
EIN
46-0636881
Address
38950 MASON RD NE · ALBANY, OR · 97322
Phone
(503) 507-9460
Industry
Construction
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
2025-05-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 Construction plans
BROWN INDUSTRIES
BROWN INDUSTRIES 401(K) PROFIT SHARING PLAN
$1.9M · 228 participants
C BREWER, INC.
C BREWER, INC. EMPLOYEE PROFIT SHARING PLAN
$1.9M · 7 participants
MACI INDUSTRIAL SOLUTIONS, LLC
MACI INDUSTRIAL SOLUTIONS, LLC 401(K) PLAN
$1.9M · 10 participants
BC ENGINEERING GROUP, INC.
BC ENGINEERING 401(K) PLAN
$1.9M · 18 participants
CORE CONSTRUCTION AND REMEDIATION, INC.
CORE CONSTRUCTION PENSION PLAN
$1.9M · 8 participants
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.
DR. LU'S NOURISHING LIFE, LLC
DR. LU'S NOURISHING LIFE, LLC CASH BALANCE PLAN
$1.9M · 8 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