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Original filing (PDF)20231025082639NAL0005649043001
OREGON TOOL, INC.
Form 5500
FILING_RECEIVED
THE OREGON TOOL RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
0
Plan assets (EOY)
$91.8M
Net assets (EOY)
$91.8M
How this plan invests
This plan
19 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 256% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON TOOL, INC..
Plan sponsor
Name
OREGON TOOL, INC.
EIN
63-0780521
Address
PO BOX 22127 · PORTLAND, OR · 972224601
Phone
(503) 653-4345
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
011
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-25
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBF CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO | 39-6037917 | — | CONSULTANT | $0 | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST COMPANY | 04-2723880 | — | TRUSTEE | $121K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERKINS & CO | 93-0928924 | — | AUDITOR | $15K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST COMPANY | 04-2723880 | — | INVEST MGMT | $279K | — |
| FID INV INST OPS CO | 04-2647786 | — | CONSULTING | $109K | — |
Investments
19 pooled funds· $91.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIAM LONG CORPORATE A OR BETTER FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 103 | Common Collective Trust | $20.0M | 21.8% |
| WESTERN ASSET US LONG DURATION, LLC WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 20-2721676 / PN 001 | Common Collective Trust | $15.9M | 17.3% |
| FIAM LONG DURATION COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 053 | Common Collective Trust | $15.0M | 16.3% |
| SPARTAN 500 INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | $11.9M | 13.0% |
| PRUDENTIAL US LONG DURATION CORP BD PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 159 | Common Collective Trust | $11.9M | 13.0% |
| SPARTAN DEVELOPED INTERNATIONAL IND GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 006 | Common Collective Trust | $4.7M | 5.1% |
| FIAM SELECT EMERGING MARKETS EQUITY FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 100 | Common Collective Trust | $3.5M | 3.9% |
| SPARTAN COMMODITY INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC · EIN 82-6293122 / PN 008 | Common Collective Trust | $2.2M | 2.4% |
| FIAM EMERGING MARKET DEBT POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 030 | Common Collective Trust | $1.5M | 1.6% |
| FIAM REIT COMMINGLED POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 005 | Common Collective Trust | $1.0M | 1.1% |
| FIAM SMALL/MID CAP CORE COMMINGLED FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 029 | Common Collective Trust | $945K | 1.0% |
| FIAM SMALL CAPITALIZATION CORE COMM FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 008 | Common Collective Trust | $748K | 0.8% |
| FIAM FLOATING RATE HIGH INC COMM PL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 058 | Common Collective Trust | $717K | 0.8% |
| FIAM LONG U.S. TREASURY STRIPS INDE FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 120 | Common Collective Trust | $631K | 0.7% |
| FIAM SELECT CANADA POOL FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 101 | Common Collective Trust | $478K | 0.5% |
| FIAM SELECT INTERNATIONAL SMALL CAP FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 036 | Common Collective Trust | $409K | 0.4% |
| FIAM INTERMEDIATE INFLATION-PROTECT FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 104 | Common Collective Trust | $56K | <0.1% |
| FIAM HIGH YIELD BOND COMMINGLED POO FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 013 | Common Collective Trust | $39K | <0.1% |
| FIAM INSTITUTIONAL CASH COMMINGLED FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 055 | Common Collective Trust | $2K | <0.1% |