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Original filing (PDF)20251010120835NAL0007684545001
ZIP-O-LOG MILLS, INC.
Form 5500
FILING_RECEIVED
THE HALLSTROM RETIREMENT PROGRAM
401(k) retirement plan
Signals · 2
39% in single holdingNo recordkeeper disclosed
Active participants
178
Accounts w/ balance
228
Plan assets (EOY)
$29.9M
Net assets (EOY)
$29.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
80
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Guaranteed Interest Fund Group Annuity Contract" is 39% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIP-O-LOG MILLS, INC..
Plan sponsor
Name
ZIP-O-LOG MILLS, INC.
EIN
93-0492525
Address
PO BOX 2130 · EUGENE, OR · 97402
Phone
(541) 343-6968
Industry
Manufacturingsee 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
2025-10-10
Pension benefit codes
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
BVAL CPAS & ADVISORS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $72K | — |
| BVAL CPAS & ADVISORS LLP | 45-2635340 | — | NONE | $13K | — |
Investments
32 direct securities · 1 pooled fund· $47.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$29.9M
32 holdings
Pooled Separate Account
$18.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $18.1M | 60.6% | |
| Guaranteed Interest Fund Group Annuity Contract | — | — | — | $11.6M | 39.0% | |
| Vanguard 500 Index Admiral Pooled Separate Account | — | — | — | $3.5M | 11.7% | |
| JPMorgan Large Cap Growth R6 Pooled Separate Account | — | — | — | $2.1M | 7.2% | |
| Vanguard Target Retire 2045 Pooled Separate Account | — | — | — | $1.7M | 5.7% | |
| DFA Intl Core Equity I Pooled Separate Account | — | — | — | $1.5M | 5.1% | |
| Vanguard Target Retire 2060 Pooled Separate Account | — | — | — | $1.3M | 4.3% | |
| Vanguard Target Retire 2055 Pooled Separate Account | — | — | — | $1.2M | 3.9% | |
| Dodge & Cox Income X Pooled Separate Account | — | — | — | $1.1M | 3.6% | |
| MFS Value R6 Pooled Separate Account | — | — | — | $939K | 3.1% | |
| Vanguard Target Retire 2050 Pooled Separate Account | — | — | — | $642K | 2.2% | |
| Allspring Specl MdCp Val Ins Pooled Separate Account | — | — | — | $548K | 1.8% | |
| JPMorgan Mid Cap Growth R5 Pooled Separate Account | — | — | — | $428K | 1.4% | |
| Vanguard Target Retire 2020 Pooled Separate Account | — | — | — | $420K | 1.4% | |
| Vanguard Explorer Adm Pooled Separate Account | — | — | — | $417K | 1.4% | |
| Cohen & Steers Instl Realty Pooled Separate Account | — | — | — | $353K | 1.2% | |
| Vanguard Target Retire 2035 Pooled Separate Account | — | — | — | $331K | 1.1% | |
| Vanguard Target Retire 2065 Pooled Separate Account | — | — | — | $321K | 1.1% | |
| Vanguard Wellington Adm Pooled Separate Account | — | — | — | $304K | 1.0% | |
| Vanguard Target Retire 2030 Pooled Separate Account | — | — | — | $215K | 0.7% | |
| Vanguard Target Retire 2025 Pooled Separate Account | — | — | — | $191K | 0.6% | |
| Columbia Mid Cap Idx Instl 2 Pooled Separate Account | — | — | — | $135K | 0.5% | |
| Vanguard Energy Index Adm Pooled Separate Account | — | — | — | $121K | 0.4% | |
| PGIM Global Total Return R6 Pooled Separate Account | — | — | — | $118K | 0.4% | |
| Participant Notes Receivable - maturing through October 2029 | — | — | — | $108K | 0.4% | |
| Vanguard Windsor II Adm Pooled Separate Account | — | — | — | $94K | 0.3% | |
| PGIM High Yield Z Pooled Separate Account | — | — | — | $34K | 0.1% | |
| Vanguard Sm Cap Val Idx Adm Pooled Separate Account | — | — | — | $31K | 0.1% | |
| Vanguard Target Retire Incm Pooled Separate Account | — | — | — | $30K | 0.1% | |
| Vanguard Target Retire 2040 Pooled Separate Account | — | — | — | $29K | <0.1% | |
| Fidelity Small Cap Index Pooled Separate Account | — | — | — | $14K | <0.1% | |
| Invesco Developing Markets Y Pooled Separate Account | — | — | — | $11K | <0.1% | |
| American Century InflAdjBdR6 Pooled Separate Account | — | — | — | $3K | <0.1% |
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