· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OUTLIER CONSTRUCTION, LLC — OUTLIER CONSTRUCTION, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250721134309NAL0001725904001
OUTLIER CONSTRUCTION, LLC
Form 5500-SF
FILING_RECEIVED
OUTLIER CONSTRUCTION, LLC 401(K) PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
45
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
81
/ 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
90
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
OUTLIER CONSTRUCTION, LLC
.
Find decision makers
Plan sponsor
Name
OUTLIER CONSTRUCTION, LLC
EIN
82-2369554
Address
2870 NANSEN DR. · MEDFORD, OR · 97504
Phone
(541) 622-2040
Industry
Construction
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
2025-07-21
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
CIPRIANI BUILDERS, INC.
CIPRIANI BUILDERS, INC. 401(K) PROFIT SHARING PLAN
$2.4M · 38 participants
SYNCON, LLC
SYNCON 401(K) PLAN
$2.4M · 31 participants
UNIVERSAL CONSTRUCTION COMPANY, INC
UNIVERSAL CONSTRUCTION COMPANY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN
$2.4M · 22 participants
GARY A. NIX, INC.
NIX-UNGER CONSTRUCTION 401(K)PLAN
$2.4M · 13 participants
T2 DEVELOPMENT, LLC
T2 DEVELOPMENT, LLC 401(K) PLAN
$2.4M · 19 participants
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 41% 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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE WHITING-TURNER CONTRACTING COMPANY
THE WHITING-TURNER CONTRACTING COMPANY HOURLY CRAFT 401(K) PLAN
$2.4M · 300 participants
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
