How big is Powin Energy Operating LLC's plan?

Powin Energy Operating LLC's plan reported $23.1M in assets and 493 participants for 2024.

Original filing (PDF)20251024141931NAL0004857744001

Powin Energy Operating LLC

Name: Powin Energy Operating LLC — Powin Energy Operating, Form 5500 (2024)
Creator: Powin Energy Operating LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Powin Energy Operating LLC 401(k) Plan

401(k) retirement plan · Powin Energy Operating LLC's Powin Energy Operating LLC 401(k) Plan held $23.1M in plan assets for 493 participants in 2024, with Empower as recordkeeper.

Active participants

493

Accounts w/ balance

476

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

People on this filing

Arielle Pacheco signed Powin Energy Operating LLC's 2024 Form 5500 as plan administrator.

Arielle Pacheco — 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

Powin Energy Operating LLC's EIN is 86-2256487.

EIN 86-2256487

Plan number 001

Plan year 2024

ACK ID 20251024141931NAL0004857744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Powin Energy Operating LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

POWIN ENERGY OPERATING LLC

EIN

all filings

Address

1414 NW NORTHRUP ST · PORTLAND, OR · 97209

Phone

(503) 598-6659

Industry

Manufacturing

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

2025-10-24

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$60K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALDRICH WEALTH LIMITED PARTNERSHIP	—	SEATTLE, WA	INVESTMENT ADVISOR	$71K	—

Investments

28 direct securities· $23.1M(100% of reported assets)

Mutual Funds

$20.7M

20 holdings

Common Collective Trusts

$1.8M

1 holding

Bonds / Notes

$337K

2 holdings

Other securities

$285K

4 holdings

U.S. Treasuries

$22K

1 holding

					% of plan
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$3.3M	14.5%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$2.9M	12.4%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$2.9M	12.4%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$2.7M	11.8%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$2.5M	10.6%
Tcw Emerging Markets Income I Mutual Fund * 378 Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$1.8M	7.6%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$1.7M	7.3%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$1.3M	5.8%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$1.3M	5.6%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$463K	2.0%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$378K	1.6%
Notes receivable from participants Interest rates from 8.25% to 10.50%, -0-	Bonds / Notes	—	—	$311K	1.3%
Vanguard Interm-Term Bond Index Adm Mutual Fund	Mutual Funds	—	—	$291K	1.3%
T.Rowe Price Overseas Stock I Mutual Fund	Other securities	—	—	$231K	1.0%
Vanguard Value Index Adm Mutual Fund	Mutual Funds	—	—	$209K	0.9%
Vanguard Mid-Cap Growth Index Admiral Mutual Fund	Mutual Funds	—	—	$205K	0.9%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$154K	0.7%
Franklin Small Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$134K	0.6%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$133K	0.6%
Vanguard High-Yield Corporate Adm Mutual Fund	Mutual Funds	—	—	$79K	0.3%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$58K	0.3%
Vanguard Target Retirement 2070 Inv Mutual Fund	Mutual Funds	—	—	$42K	0.2%
Principal Smallcap Value Ii Instl Mutual Fund	Other securities	—	—	$40K	0.2%
Ei Fixed Account - Series Class I Fixed Annuity - 1.41%	Bonds / Notes	—	—	$25K	0.1%
Pimco Int Bond (Usd-Hedged) Instl Mutual Fund	U.S. Treasuries	—	—	$22K	<0.1%
Vanguard Real Estate Index Admiral Mutual Fund	Mutual Funds	—	—	$20K	<0.1%
Victory Trivalent Internaltional Small-Cap I Mutual Fund	Other securities	—	—	$9K	<0.1%
Seafarer Overseas Gr And Income Instl Mutual Fund	Other securities	—	—	$5K	<0.1%