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TRI-MOTOR AND MACHINERY CO., INC. — TRI-MOTOR & MACHINERY 401(K) PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250331151322NAL0009247344001
TRI-MOTOR AND MACHINERY CO., INC.
Form 5500-SF
FILING_RECEIVED
TRI-MOTOR & MACHINERY 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
7
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
TRI-MOTOR AND MACHINERY CO., INC.
.
Find decision makers
Plan sponsor
Name
TRI-MOTOR AND MACHINERY CO., INC.
EIN
93-0800838
Address
PO BOX 524 · CANBY, OR · 97013
Phone
(503) 266-6838
Industry
Other Services (ex. Public Admin)
see 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
2025-03-31
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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R.L.C., INC.
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LOBO VALVE SERVICES, INC.
LOBO VALVE SERVICES, INC. CASH BALANCE PENSION PLAN
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METALOCK CORPORATION
METALOCK CORPORATION 401(K) SAVINGS PLAN
$1.9M · 14 participants
65
Knocking points off
Only 47% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WESTBROOK AG POWER, INC.
WESTBROOK AG POWER, INC. SAFE HARBOR 401(K) RETIREMENT PLAN
$1.8M · 11 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
