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WEATHERLYS, INC. — WEATHERLY'S, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250403165401NAL0011839793001
WEATHERLYS, INC.
Form 5500-SF
FILING_RECEIVED
WEATHERLY'S, INC. PROFIT SHARING AND EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
33
Accounts w/ balance
33
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
WEATHERLYS, INC.
.
Find decision makers
Plan sponsor
Name
WEATHERLYS, INC.
EIN
93-0513379
Address
P.O. BOX 2452 · EUGENE, OR · 974020145
Phone
(541) 484-1230
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-03
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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CHICOPEE CONCRETE SERVICE, INC.
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$3.3M · 35 participants
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$3.3M · 9 participants
WAPPOO WOOD PRODUCTS, INC.
WAPPOO WOOD PRODUCTS, INC. 401(K) PLAN
$3.3M · 31 participants
REESE CENTRAL WHOLESALE, INC.
REESE CENTRAL WHOLESALE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$3.3M · 106 participants
F.D. STERRITT LUMBER CO.
F.D. STERRITT LUMBER CO. 401(K) PROFIT SHARING PLAN
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.3M · 35 participants
SECOR LUMBER CO., INC.
SECOR LUMBER CO., INC. 401(K) PROFIT SHARING PLAN
$3.3M · 76 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
