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Original filing (PDF)20251013105922NAL0001762208001
RODDA PAINT CO.
Form 5500
FILING_RECEIVED
RODDA PAINT CO. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
408
Accounts w/ balance
477
Plan assets (EOY)
$35.2M
Net assets (EOY)
$35.2M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RODDA PAINT CO..
Plan sponsor
Name
RODDA PAINT CO.
EIN
91-1599296
Address
6107 NORTH MARINE DRIVE · PORTLAND, OR · 97203
Phone
(503) 521-4352
Industry
Manufacturingsee all
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
2025-10-13
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PERKINS & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERKINS & CO | 93-0928294 | — | NONE | $23K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $11K | — |
| ONEDIGITAL INVESTMENT ADVISRS | 43-1451524 | — | NONE | $0 | — |
| ALERA GROUP INC | 81-4473358 | — | NONE | $0 | — |
Investments
32 direct securities · 1 pooled fund· $64.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$35.2M
32 holdings
Pooled Separate Account
$29.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $29.4M | 83.3% | |
| American United Life Insurance Co. Stable Value Account | — | — | — | $5.3M | 15.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $4.5M | 12.7% | |
| Invesco Smcap Grth R6 | — | — | — | $2.8M | 8.0% | |
| Vanguard 500 Index Adm | — | — | — | $2.8M | 8.0% | |
| Amerfds American Balanced R6 | — | — | — | $2.4M | 6.8% | |
| Neuberger Berman LG Cap Val R6 | — | — | — | $2.1M | 6.0% | |
| Nuveen Lifecycle Idx 2030 J | — | — | — | $2.0M | 5.7% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $2.0M | 5.6% | |
| Nuveen Lifecycle Idx 2050 J | — | — | — | $1.8M | 5.0% | |
| Nuveen Lifecycle Idx 2040 J | — | — | — | $1.7M | 4.8% | |
| Clearbridge Intl Growth IS | — | — | — | $1.5M | 4.3% | |
| Nuveen Lifecycle Idx 2035 J | — | — | — | $1.1M | 3.1% | |
| PGIM Total Return Bond R6 | — | — | — | $1.0M | 2.9% | |
| Nuveen Lifecycle Idx 2055 J | — | — | — | $744K | 2.1% | |
| Participant Loans | — | — | — | $549K | 1.6% | |
| Nuveen Lifecycle Idx 2045 J | — | — | — | $496K | 1.4% | |
| Nuveen Lifecycle Idx 2060 J | — | — | — | $451K | 1.3% | |
| Nuveen Lifecycle Idx 2025 J | — | — | — | $422K | 1.2% | |
| Amerfds New World R6 | — | — | — | $412K | 1.2% | |
| Nuveen Lifecycle Idx 2065 J | — | — | — | $210K | 0.6% | |
| Nuveen Lifecycle Idx 2020 J | — | — | — | $207K | 0.6% | |
| Jan Hen Global Technology N | — | — | — | $205K | 0.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $198K | 0.6% | |
| Vanguard Mid Cap Index Adm | — | — | — | $112K | 0.3% | |
| Vanguard Selected Value Inv | — | — | — | $76K | 0.2% | |
| Nuveen Lifecycle Idx 2015 J | — | — | — | $52K | 0.1% | |
| Franklin Small Cap Value R6 | — | — | — | $32K | <0.1% | |
| Goldman Sachs Money Mkt Gvt R6 | — | — | — | $24K | <0.1% | |
| Nuveen Lifecycle Idx Ret Inc J | — | — | — | $24K | <0.1% | |
| DFA Real Estate Securities I | — | — | — | $21K | <0.1% | |
| Blackrock Total Return K | — | — | — | $4K | <0.1% | |
| Nuveen Lifecycle Idx 2010 J | — | — | — | $2K | <0.1% |