Original filing (PDF)20251010120835NAL0007684545001

ZIP-O-LOG MILLS, INC.

Name: ZIP-O-LOG MILLS, INC. — THE HALLSTROM RETIREMENT PROGRAM, Form 5500 (2024)
Creator: ZIP-O-LOG MILLS, INC.

Form 5500

FILING_RECEIVED

THE HALLSTROM RETIREMENT PROGRAM

401(k) retirement plan

Signals · 2

39% in single holding39% employer stock

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

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$72K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
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.

Other securities

$18.2M

31 holdings

Pooled Separate Account

$18.1M

1 holding

Common Stock

$11.6M

1 holding

					% 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	Common Stock	—	—	$11.6M	39.0%
Vanguard 500 Index Admiral Pooled Separate Account	Other securities	—	—	$3.5M	11.7%
JPMorgan Large Cap Growth R6 Pooled Separate Account	Other securities	—	—	$2.1M	7.2%
Vanguard Target Retire 2045 Pooled Separate Account	Other securities	—	—	$1.7M	5.7%
DFA Intl Core Equity I Pooled Separate Account	Other securities	—	—	$1.5M	5.1%
Vanguard Target Retire 2060 Pooled Separate Account	Other securities	—	—	$1.3M	4.3%
Vanguard Target Retire 2055 Pooled Separate Account	Other securities	—	—	$1.2M	3.9%
Dodge & Cox Income X Pooled Separate Account	Other securities	—	—	$1.1M	3.6%
MFS Value R6 Pooled Separate Account	Other securities	—	—	$939K	3.1%
Vanguard Target Retire 2050 Pooled Separate Account	Other securities	—	—	$642K	2.2%
Allspring Specl MdCp Val Ins Pooled Separate Account	Other securities	—	—	$548K	1.8%
JPMorgan Mid Cap Growth R5 Pooled Separate Account	Other securities	—	—	$428K	1.4%
Vanguard Target Retire 2020 Pooled Separate Account	Other securities	—	—	$420K	1.4%
Vanguard Explorer Adm Pooled Separate Account	Other securities	—	—	$417K	1.4%
Cohen & Steers Instl Realty Pooled Separate Account	Other securities	—	—	$353K	1.2%
Vanguard Target Retire 2035 Pooled Separate Account	Other securities	—	—	$331K	1.1%
Vanguard Target Retire 2065 Pooled Separate Account	Other securities	—	—	$321K	1.1%
Vanguard Wellington Adm Pooled Separate Account	Other securities	—	—	$304K	1.0%
Vanguard Target Retire 2030 Pooled Separate Account	Other securities	—	—	$215K	0.7%
Vanguard Target Retire 2025 Pooled Separate Account	Other securities	—	—	$191K	0.6%
Columbia Mid Cap Idx Instl 2 Pooled Separate Account	Other securities	—	—	$135K	0.5%
Vanguard Energy Index Adm Pooled Separate Account	Other securities	—	—	$121K	0.4%
PGIM Global Total Return R6 Pooled Separate Account	Other securities	—	—	$118K	0.4%
Participant Notes Receivable - maturing through October 2029	Other securities	—	—	$108K	0.4%
Vanguard Windsor II Adm Pooled Separate Account	Other securities	—	—	$94K	0.3%
PGIM High Yield Z Pooled Separate Account	Other securities	—	—	$34K	0.1%
Vanguard Sm Cap Val Idx Adm Pooled Separate Account	Other securities	—	—	$31K	0.1%
Vanguard Target Retire Incm Pooled Separate Account	Other securities	—	—	$30K	0.1%
Vanguard Target Retire 2040 Pooled Separate Account	Other securities	—	—	$29K	<0.1%
Fidelity Small Cap Index Pooled Separate Account	Other securities	—	—	$14K	<0.1%
Invesco Developing Markets Y Pooled Separate Account	Other securities	—	—	$11K	<0.1%
American Century InflAdjBdR6 Pooled Separate Account	Other securities	—	—	$3K	<0.1%