· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LOCKE ENGINEERS, INC. — LOCKE ENGINEERS,INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722181209NAL0007888290001
LOCKE ENGINEERS, INC.
Form 5500-SF
FILING_RECEIVED
LOCKE ENGINEERS,INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
4
Accounts w/ balance
8
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
LOCKE ENGINEERS, INC.
.
Find decision makers
Plan sponsor
Name
LOCKE ENGINEERS, INC.
EIN
93-0911128
Address
289 E ELLENDALE AVE · SUITE 703 · DALLAS, OR · 97338
Phone
(503) 364-8207
Industry
Professional & Technical Services
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
2025-07-22
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
URBAN DESIGN GROUP LLC
URBAN DESIGN GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 5 participants
MATTHEW A. STAIS ARCHITECT P.C.
MATTHEW A. STAIS ARCHITECTS 401(K) & PROFIT SHARING PLAN
$1.4M · 6 participants
CAMPBELL & ASSOCIATES, INC.
CAMPBELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 11 participants
MARCA ARCHITECTURE, INC.
MARCATECTS INC 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 12 participants
SUTRO ARCHITECTS
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.
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.
SUTRO ARCHITECTS RETIREMENT PLAN
$1.4M · 28 participants
GROUP 4 DESIGN, INC.
GROUP 4 DESIGN, INC. 401(K) PLAN
$1.4M · 35 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
