· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANDERSON & MIDDLETON COMPANY — ANDERSON & MIDDLETON 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718102816NAL0002386288001
ANDERSON & MIDDLETON COMPANY
Form 5500-SF
FILING_RECEIVED
ANDERSON & MIDDLETON 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
36
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
ANDERSON & MIDDLETON COMPANY
.
Find decision makers
Plan sponsor
Name
ANDERSON & MIDDLETON COMPANY
EIN
91-0127010
Address
815 8TH STREET PO BOX 240 · HOQUIAM, WA · 98550
Phone
(360) 533-2410
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
A.V.V. WINERY CO., LLC DBA ALEXANDER VALLEY VINEYARDS
ALEXANDER VALLEY WINERY CO., LLC 401(K) PROFIT SHARING PLAN
$7.6M · 31 participants
A. RAFANELLI WINERY AND VINEYARDS LP
A. RAFANELLI WINERY 401(K) PROFIT SHARING PLAN
$7.7M · 18 participants
WOLLERSHEIM WINERY, INC.
WOLLERSHEIM WINERY, INC. PROFIT SHARING PLAN
$7.7M · 41 participants
PAUL HOBBS WINERY, LP
PAUL HOBBS WINERY, LP 401(K) SAFE HARBOR PLAN
$7.8M · 130 participants
ST. SUPERY, INC.
ST. SUPERY WINERY 401(K) PLAN
100
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.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.0M · 53 participants
VERMONT HARD CIDER COMPANY LLC
VERMONT HARD CIDER COMPANY LLC 401(K) PROFIT SHARING PLAN AND TRUST
$8.0M · 83 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
