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Original filing (PDF)20251013182911NAL0000890099001
SSI SHREDDING SYSTEMS, INC.
Form 5500
FILING_RECEIVED
SSI SHREDDING SYSTEMS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
168
Accounts w/ balance
175
Plan assets (EOY)
$15.6M
Net assets (EOY)
$15.6M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SSI SHREDDING SYSTEMS, INC..
Plan sponsor
Name
SSI SHREDDING SYSTEMS, INC.
EIN
93-0778858
Address
9760 SW FREEMAN DRIVE · WILSONVILLE, OR · 97070
Phone
(503) 682-3633
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
2025-10-13
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NW INVESTMENT CONSULTING DBA NWPS | 91-2090931 | — | NONE | $20K | — |
Investments
22 direct securities· $15.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral Registered Investment Company | — | — | — | $1.4M | 8.8% | |
| Vanguard Treasury Money Market Investor Cash equivalents | — | — | — | $1.3M | 8.6% | |
| American Funds Washington Mutual R6 Registered Investment Company | — | — | — | $1.1M | 7.0% | |
| Vanguard Value Index Adm Registered Investment Company | — | — | — | $1.0M | 6.6% | |
| Vanguard Growth & Income Adm Registered Investment Company | — | — | — | $1.0M | 6.6% | |
| PIMCO Total Return Instl Registered Investment Company | — | — | — | $952K | 6.1% | |
| PIMCO Income Instl Registered Investment Company | — | — | — | $948K | 6.1% | |
| Vanguard Equity-Income Adm Registered Investment Company | — | — | — | $904K | 5.8% | |
| Baird Aggregate Bond Inst Registered Investment Company | — | — | — | $902K | 5.8% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $894K | 5.7% | |
| Vanguard Short-Term Investment-Grade Adm Registered Investment Company | — | — | — | $892K | 5.7% | |
| Vanguard Interm-Term Investment-Grde Adm Registered Investment Company | — | — | — | $858K | 5.5% | |
| T. Rowe Price Small-Cap Stock Registered Investment Company | — | — | — | $723K | 4.6% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company | — | — | — | $566K | 3.6% | |
| Vanguard Mid-Cap Value Index Admiral Registered Investment Company | — | — | — | $375K | 2.4% | |
| American Funds Europacific Growth R6 Registered Investment Company | — | — | — | $357K | 2.3% | |
| Vanguard Mid-Cap Growth Index Admiral Registered Investment Company | — | — | — | $345K | 2.2% | |
| American Funds American Balanced R6 Registered Investment Company | — | — | — | $321K | 2.1% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $283K | 1.8% | |
| First Eagle Overseas Fund R6 Registered Investment Company | — | — | — | $204K | 1.3% | |
| maturing through May 2029 0 | — | — | — | $171K | 1.1% | |
| Vanguard Energy Index Admiral Registered Investment Company | — | — | — | $44K | 0.3% |
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