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ESSENTIAL SERVICES LLC — ESSENTIAL SERVICES LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250523105831NAL0003344385001
ESSENTIAL SERVICES LLC
Form 5500-SF
FILING_RECEIVED
ESSENTIAL SERVICES LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
295
Accounts w/ balance
79
Plan assets (EOY)
$568K
Net assets (EOY)
$568K
Plan health score (directional)
72
/ 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
60
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
ESSENTIAL SERVICES LLC
.
Find decision makers
Plan sponsor
Name
ESSENTIAL SERVICES LLC
EIN
83-0608173
Address
PO BOX 807 · MCMINNVILLE, OR · 97128
Phone
(503) 560-8892
Industry
Other Services (ex. Public Admin)
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
2025-05-23
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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$567K · 6 participants
PACIFIC PREMIER INSURANCE ASSO
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HARVEY GINSBERG & CO CPAS P C
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PUBLISEZ INC. DBA DEY.
DEY. 401(K) PLAN
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CLUE LLC
CLUE LLC 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 27% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$568K · 20 participants
SHETTERLY TEAM LLC
SHETTERLY TEAM LLC 401 K PROFIT SHARING PLAN TRUST
$567K · 5 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
