Original filing (PDF)20250707182034NAL0009658258001

PFWA OPERATIONS LLC

Name: PFWA OPERATIONS LLC — PFWA 401(K) PLAN, Form 5500 (2024)
Creator: PFWA OPERATIONS LLC

Form 5500-SF

FILING_RECEIVED

PFWA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 PFWA OPERATIONS LLC.

Plan sponsor

Name

PFWA OPERATIONS LLC

EIN

47-2531007

Address

334 3RD ST · LAKE OSWEGO, OR · 97034

Phone

(503) 620-7500

Industry

Finance & Insurancesee 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

2025-07-07

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BCR WEALTH STRATEGIES, LLC

BCR WEALTH STRATEGIES, LLC 401(K) PLAN

$2.7M · 10 participants

FREESTONE GROVE PARTNERS LP

FREESTONE GROVE PARTNERS LP 401(K) PLAN

$2.7M · 132 participants

INSIGHT FINANCIAL ADVISORS

INSIGHT FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN

$2.7M · 4 participants

SAGE RHINO CAPITAL

SAGE RHINO CAPITAL CASH BALANCE PLAN & TRUST

$2.7M · 8 participants

CAPITAL PLANNING, LLC

CAPITAL PLANNING, LLC 401(K) PLAN