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Original filing (PDF)20260312165512NAL0007543410001
BOARD OF TRUSTEES, TOC-WOODWORKERS, IAM DEFINED
Form 5500
FILING_RECEIVED
TOC-WOODWORKERS, IAM DEFINED CONTRIBUTION PLAN AND TRUST
401(k) retirement plan
Signals · 3
26% in single holdingNo recordkeeper disclosed8 service providers
Active participants
190
Accounts w/ balance
3,944
Plan assets (EOY)
$141.1M
Net assets (EOY)
$141.0M
How this plan invests
This plan
12 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VFTC TARGET RET. INCOME MASTER TRUS" is 26% of plan.
- 38 bps in Schedule C fees — 279% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, TOC-WOODWORKERS, IAM DEFINED.
Plan sponsor
Name
BOARD OF TRUSTEES, TOC-WOODWORKERS, IAM DEFINED
DBA
CONTRIBUTION PLAN AND TRUST
EIN
93-0951083
Address
5331 S MACADAM AVE STE 258 PMB 116 · PORTLAND, OR · 97239
Phone
(503) 224-0048
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-12
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $233K | — |
| BENESYS, INC | 38-2383171 | — | NONE | $139K | — |
| RVK, INC | 93-0910652 | — | NONE | $43K | — |
| JOSEPH L. REINHART, PC | 93-1162180 | — | NONE | $36K | — |
| VIGILANT SERVICES, INC | 93-0877675 | — | NONE | $33K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $28K | — |
| U.S. BANK NATIONAL ASSOCATION | 31-0841368 | — | NONE | $13K | — |
| CLIFTON LARSON ALLEN LLP | — | BELLEVUE, WA | NONE | $11K | — |
Investments
12 pooled funds· $112.9M(80% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RETIREMENT INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $29.3M | 20.7% | |
| VFTC TARGET RETIREMENT 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $24.6M | $21.8M | 15.4% | |
| VFTC TARGET RETIREMENT 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $19.9M | 14.1% | |
| VFTC TARGET RETIREMENT 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $17.5M | 12.4% | |
| VFTC TARGET RETIREMENT 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $11.4M | 8.1% | |
| VFTC TARGET RETIREMENT 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $8.0M | 5.7% | |
| VFTC TARGET RETIREMENT 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.1% | |
| VFTC TARGET RETIREMENT 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $938K | $999K | 0.7% | |
| VFTC TARGET RETIREMENT 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $817K | 0.6% | |
| VFTC TARGET RETIREMENT 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $270K | 0.2% | |
| VFTC TARGET RETIREMENT 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $117K | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 34-0359955 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
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