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OREGON ROOTS INC. — OREGON ROOTS INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718120846NAL0002598352001
OREGON ROOTS INC.
Form 5500-SF
FILING_RECEIVED
OREGON ROOTS INC. 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
11
Plan assets (EOY)
$235K
Net assets (EOY)
$235K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
OREGON ROOTS INC.
.
Find decision makers
Plan sponsor
Name
OREGON ROOTS INC.
EIN
47-5597371
Address
14315 NW KILLIN ROAD · BANKS, OR · 97106
Phone
(971) 322-5783
Industry
Agriculture, Forestry, Fishing, Hunting
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
2025-07-18
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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FROSTY'S FOREST FARM
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$231K · 103 participants
CAL-SOUTH HARVESTING, LLC.
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$230K · 279 participants
CENTURY PRODUCTION COMPANY, LLC
CENTURY PRODUCTION COMPANY, LLC 401(K) PLAN
65
Knocking points off
Only 44% as many balances as active participants — suggests many active employees aren't deferring.
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.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$229K · 5 participants
ANCHOR TOBACCO COMPANY, INC.
ANCHOR TOBACCO COMPANY, INC. 401(K) PROFIT SHARING PLAN
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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
