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Original filing (PDF)20230920094548NAL0001821121001

GARNER ELECTRIC, CO.

Form 5500
FILING_RECEIVED
GARNER ELECTRIC, CO. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
170
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARNER ELECTRIC, CO..
Plan sponsor
Name
GARNER ELECTRIC, CO.
EIN
91-1748879
Address
2890 SE BROOKWOOD AVE · HILLSBORO, OR · 97123
Phone
(503) 648-4552
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-20
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOUGALL CONRADIE
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745—RECORD KEEPER$3K—
ADP BROKER-DEALER22-3319984—RECORD KEEPER$0—
Other
1
NameEINLocationRelationDirect compIndirect comp
UNITED PLANNERS FNCL SVCS OF AMERIC86-0588303—INVESTMENT/FINANCIAL ADVI$20K—

Investments

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.

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