Back to filter
Original filing (PDF)20251014125547NAL0006024626001
A.C. MOATE INDUSTRIES, INC.
Form 5500-SF
FILING_RECEIVED
A.C. MOATE 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
120
Accounts w/ balance
20
Plan assets (EOY)
$322K
Net assets (EOY)
$322K
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 17% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.C. MOATE INDUSTRIES, INC..
Plan sponsor
Name
A.C. MOATE INDUSTRIES, INC.
EIN
91-1896654
Address
2118 A · ST SE · AUBURN, WA · 98002
Phone
(253) 887-9501
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
RESOLUTE ROOFING LLC
RESOLUTE ROOFING 401(K) PLAN
$322K · 69 participants
GUARANTEED ROOFING COMPANY, INC.
GUARANTEED ROOFING 401(K) PLAN
$322K · 11 participants
WARD PEDLEY JR. CONCRETE CONSTRUCTION CORP.
CONCRETE CONSTRUCTION CORP. 401(K) PLAN
$322K · 2 participants
S & S MASONRY, INC.
S & S MASONRY INC 401(K) PLAN
$322K · 17 participants
ERIC BERG CONSTRUCTION
ERIC BERG CONSTRUCTION 401K
$322K · 5 participants
A &E ROOFING AND SIDING, INC.
A &E ROOFING AND SIDING 401(K) PLAN
$321K · 37 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