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FRED SHEARER & SONS, INC. — FRED SHEARER & SONS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250313152548NAL0021047697001
FRED SHEARER & SONS, INC.
Form 5500-SF
FILING_RECEIVED
FRED SHEARER & SONS, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
14
Accounts w/ balance
22
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
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
FRED SHEARER & SONS, INC.
.
Find decision makers
Plan sponsor
Name
FRED SHEARER & SONS, INC.
EIN
93-0591480
Address
8015 SW HUNZIKER RD. · TIGARD, OR · 97223
Phone
(503) 520-9991
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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