Original filing (PDF)20251006131320NAL0003453937001

MT. ADAMS SH LLC-2

Name: MT. ADAMS SH LLC-2 — MT. ADAMS SH LLC-2 CASH BALANCE PLAN, Form 5500 (2024)
Creator: MT. ADAMS SH LLC-2

Form 5500-SF

FILING_RECEIVED

MT. ADAMS SH LLC-2 CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MT. ADAMS SH LLC-2.

Plan sponsor

Name

MT. ADAMS SH LLC-2

EIN

46-2962775

Address

855 TROSPER RD SW #108-188 · TUMWATER, WA · 98512

Phone

(360) 943-9248

Industry

Wholesale Tradesee 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

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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