Back to filter
Original filing (PDF)20250723181240NAL0009489218001
LEUPOLD & STEVENS INC.
Form 5500
FILING_RECEIVED
LEUPOLD & STEVENS EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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 LEUPOLD & STEVENS INC..
Plan sponsor
Name
LEUPOLD & STEVENS INC.
EIN
93-0372974
Address
PO BOX 688 · BEAVERTON, OR · 970750688
Phone
(503) 646-9171
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT COMMITTEE
EIN
93-6022071
City
BEAVERTON, OR
Phone
(503) 646-9171
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
1H · PBGC-terminated and closed out
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $105K | — |
| MERRILL LYNCH | 13-5674085 | — | NONE | $23K | — |
| BANK OF AMERICA | 94-1687665 | — | NONE | $14K | — |
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.
Related plans
Other plans using MILLIMAN, INC.
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
1199SEIU HEALTH CARE EMPLOYEES PENSION FUND
$16.9B · 115,036 participants
Similar-size Manufacturing plans
SIGNATURE MRI SALES & SERVICES INC.
SIGNATURE MRI SALES & SERVICES INC. 401(K) PLAN
$0
PHOSEON TECHNOLOGY INC.
PHOSEON TECHNOLOGY INC. 401K PROFIT SHARING PLAN & TRUST
$0
RADA TECHNOLOGIES LLC
RADA TECHNOLOGIES 401(K) PLAN
$0
PYROMATION, INC.
PYROMATION, INC. 401(K) PLAN
$0
PARADIGM CONVERGENCE TECHNOLOGIE
PCT CORP 401K PLAN
$0
CABLES AND SENSORS, LLC
CABLES AND SENSORS 401(K) PLAN
$0
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