· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UMPQUA RESEARCH COMPANY — UMPQUA RESEARCH COMPANY PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251022115952NAL0002573568001
UMPQUA RESEARCH COMPANY
Form 5500-SF
FILING_RECEIVED
UMPQUA RESEARCH COMPANY PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
32
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UMPQUA RESEARCH COMPANY
.
Find decision makers
Plan sponsor
Name
UMPQUA RESEARCH COMPANY
EIN
93-0789314
Address
PO BOX 609 · MYRTLE CREEK, OR · 97457
Phone
(541) 863-5201
Industry
Engineering Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
IBA CONSULTANTS, INC.
IBA CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
$1.8M · 35 participants
TREC GROUP, INC.
TREC GROUP, INC. 401(K) PLAN
$1.8M · 18 participants
BAKER CONSULTING GROUP INC
BAKER CONSULTING GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 9 participants
IEA, INC.
IEA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$1.8M · 123 participants
AIR DIFFUSION SYSTEMS, A JOHN HINDE CO.
AIR DIFFUSION SYSTEMS EMPLOYEE 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.
$1.8M · 8 participants
RADIOGRAPHIC ENGINEERING, INC.
RADIOGRAPHIC ENGINEERING INC 401(K) PROFIT SHARING PLAN AND TRUST
$1.8M · 7 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
