How big is Wheyward Spirit LLC's plan?

Wheyward Spirit LLC's plan reported $27K in assets and 1 participants for 2024.

Original filing (PDF)20250718155720NAL0002049985001

Wheyward Spirit LLC

Name: Wheyward Spirit LLC — Wheyward Spirit LLC 401(k), Form 5500 (2024)
Creator: Wheyward Spirit LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wheyward Spirit LLC 401(k) Plan

401(k) retirement plan · Wheyward Spirit LLC's Wheyward Spirit LLC 401(k) Plan held $27K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Marcus Bowie signed Wheyward Spirit LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wheyward Spirit LLC's EIN is 83-0901677.

EIN 83-0901677

Plan number 001

Plan year 2024

ACK ID 20250718155720NAL0002049985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wheyward Spirit LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wheyward Spirit LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHEYWARD SPIRIT LLC.

Finding similar companies…

Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WHEYWARD SPIRIT LLC

EIN

all filings

Address

12912 NE EUGENE ST · PORTLAND, OR · 97230

Phone

(541) 971-4100

Industry

Manufacturing

Plan administrator