· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SOLIDWARE INC — SOLIDWARE INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250625135441NAL0018982482001
SOLIDWARE INC
Form 5500-SF
FILING_RECEIVED
SOLIDWARE INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
24
Accounts w/ balance
7
Plan assets (EOY)
$190K
Net assets (EOY)
$190K
Plan health score (directional)
84
/ 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
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
SOLIDWARE INC
.
Find decision makers
Plan sponsor
Name
SOLIDWARE INC
EIN
91-1810335
Address
3435 N LOMBARD ST · PORTLAND, OR · 972171209
Phone
(503) 830-2923
Industry
Accommodation & Food Services
see 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
2025-06-25
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
CASANOVA, LLC
CASANOVA 401(K)
$191K · 7 participants
CHIEFS, INC
CHIEFS, INC 401(K) SAVINGS PLAN
$191K · 5 participants
DUCLAW BREWERY, LLC
DUCLAW BREWERY, LLC 401(K) P/S PLAN
$188K · 19 participants
DEAD LOW BREWING, LLC
DEAD LOW BREWING 401(K) PLAN
$187K · 23 participants
HARDER CONCEPTS LLC
HARDER CONCEPTS LLC 401K
$186K · 5 participants
65
Knocking points off
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MAUNA LOA INCORPORATED
MAUNA LOA 401(K) PLAN
$194K · 14 participants
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