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Original filing (PDF)20241015172546NAL0049127664001
HERBERT MALARKEY ROOFING COMPANY
Form 5500
FILING_RECEIVED
HERBERT MALARKEY ROOFING COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HERBERT MALARKEY ROOFING COMPANY.
Plan sponsor
Name
HERBERT MALARKEY ROOFING COMPANY
EIN
93-0508973
Address
3131 N. COLUMBIA BLVD · PORTLAND, OR · 972177472
Phone
(503) 283-1191
Industry
Manufacturingsee all
Plan administrator
Name
HERBERT MALARKEY ROOFING COMPANY
EIN
93-0508973
City
PORTLAND, OR
Phone
(503) 283-1191
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANNCE | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT GROUP | — | FAIRFIELD, IA | INVESTMENT ADVISER | $59K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT RETIREMENT CONSULTING | 90-0451904 | PORTLAND, OR | CONTRACT ADMIN | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $85K | — |
Investments
10 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN CENTURY RET HYBRID 2050 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-1977743 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RET HYBRID 2045 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-1977743 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RET HYBRID INC TRS BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-1977743 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RET HYBRID 2035 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-1977743 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RET HYBRID 2055 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-1977743 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RET HYBRID 2030 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-1977743 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RET HYBRID 2025 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-1977743 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RET HYBRID 2060 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-1977743 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RET HYBRID 2040 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 74-1977743 / PN 000 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | $0 | — |
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