Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
6
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for REFERRAL REFRIGERATION.
Plan sponsor
Name
REFERRAL REFRIGERATION
EIN
81-2576824
Address
11727 SE BLUFF RD · SANDY, OR · 97055
Phone
(503) 351-2463
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
401GO, INC.
EIN
88-3928199
City
WEST JORDAN, UT
Phone
(801) 214-2125
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
1C · Cash balance or similar hybrid DB
1A · Pay-related DB formula
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
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
