Original filing (PDF)20250812135826NAL0008062273001

PORT BLAKELY TREE FARMS LIMITED PARTNERSHIP

Name: PORT BLAKELY TREE FARMS LIMITED PARTNERSHIP — PORT BLAKELY 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PORT BLAKELY TREE FARMS LIMITED PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

PORT BLAKELY 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$25.9M

Net assets (EOY)

$25.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PORT BLAKELY TREE FARMS LIMITED PARTNERSHIP.

Plan sponsor

Name

PORT BLAKELY TREE FARMS LIMITED PARTNERSHIP

EIN

91-1289012

Address

600 UNIVERSITY STREET, STE 2205 · SEATTLE, WA · 981013620

Phone

(360) 810-0695

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

ADVISORY COMMITTEE

EIN

91-0967920

City

SEATTLE, WA

Phone

(360) 810-0695

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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