Back to filter
Original filing (PDF)20250429165411NAL0001609682001
SUN FOREST CONSTRUCTION, LTD.
Form 5500-SF
FILING_RECEIVED
SUN FOREST CONSTRUCTION, LTD. 401(K) PLAN
401(k) retirement plan
Active participants
31
Accounts w/ balance
36
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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 SUN FOREST CONSTRUCTION, LTD..
Plan sponsor
Name
SUN FOREST CONSTRUCTION, LTD.
EIN
93-0782547
Address
61575 AMERICAN LN · BEND, OR · 97702
Phone
(541) 385-8522
Industry
Constructionsee 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
2025-04-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Construction plans
RUITER CONSTRUCTION, LLC
RUITER CONSTRUCTION, LLC 401K PLAN
$1.8M · 21 participants
GALEHOUSE COMPANIES, INC.
GALEHOUSE COMPANIES, INC. 401K PLAN
$1.8M · 22 participants
RIVERWOOD HOMES
RIVERWOOD HOMES 401(K) PLAN
$1.8M · 24 participants
DESIGN LINE CONSTRUCTION INC
DESIGN LINE CONSTRUCTION INC 401K PLAN
$1.8M · 38 participants
SHELTER BUILDERS COMMUNITIES, INC.
SHELTER BUILDERS COMMUNITIES, INC. RETIREMENT PLAN
$1.8M · 3 participants
VOREA CONSTRUCTION COMPANIES L
VOREA CONSTRUCTION COMPANIES L 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 33 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