Back to filter
Original filing (PDF)20250729000238NAL0003824640001
KERR CONTRACTORS OREGON LLC
Form 5500
FILING_RECEIVED
KERR CONTRACTORS OREGON, LLC
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
129
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KERR CONTRACTORS OREGON LLC.
Plan sponsor
Name
KERR CONTRACTORS OREGON LLC
EIN
90-0592910
Address
395 SHENANDOAH LANE · WOODBURN, OR · 97071
Phone
(971) 216-0500
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
504
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Construction plans
ROSS & SONS UTILITY CONTRACTOR, INC.
ROSS & SONS CASH BALANCE PLAN
$0
SOUTHERN VENTURES INC
BRUISTER & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
$0
CHALLENGER DRILLING, INC.
CHALLENGER DRILLING 401(K) PLAN
$0
NORTHERN PLAINS CONTRACTING, INC.
NORTHERN PLAINS RETIREMENT SAVINGS PLAN
$0
PREMIER ENERGY SERVICES, INC.
PREMIER ENERGY SERVICES, INC. 401(K) PLAN
$0
ZACO, INC.
MONTANA CONTRACTORS ASSOC, INC. MONEY PURCHASE RETIREMENT PLAN & TRUST
$0
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