· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JACK ROBINSON & SONS INC — JACK ROBINSON & SONS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718163140NAL0002104497001
JACK ROBINSON & SONS INC
Form 5500-SF
FILING_RECEIVED
JACK ROBINSON & SONS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
56
Accounts w/ balance
90
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
Plan health score (directional)
89
/ 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
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JACK ROBINSON & SONS INC
.
Find decision makers
Plan sponsor
Name
JACK ROBINSON & SONS INC
EIN
93-0463921
Address
PO BOX 5006 · BEND, OR · 977085006
Phone
(541) 382-4681
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
HERMAN/STEWART CONSTRUCTION & DEVELOPMENT, INC.
HERMAN/STEWART CONSTRUCTION & DEVELOPMENT, INC. RETIREMENT 401(K) PLAN
$13.1M · 38 participants
DESCOR INC. DBA DESCOR BUILDERS
DESCOR BUILDERS 401(K) PLAN
$13.1M · 99 participants
ESTES COMPANY, LLC DBA ESTES CONSTRUCTION
ESTES CONSTRUCTION PROFIT SHARING & 401(K) PLAN
$13.1M · 91 participants
BARTLETT BRAINARD EACOTT, INC.
BARTLETT BRAINARD EACOTT, INC. 401(K) PROFIT SHARING PLAN
$13.1M · 47 participants
D.W. WHITE CONSTRUCTION, INC.
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
D.W. WHITE CONSTRUCTION, INC. PROFIT SHARING 401(K) PLAN
$13.1M · 48 participants
SOCO CONSTRUCTION COMPANY
SORDONI CONSTRUCTION COMPANY 401(K)
$13.1M · 88 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
