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Original filing (PDF)20251010142032NAL0004696371001
OREGON SCREEN IMPRESSIONS, INC.
Form 5500
FILING_RECEIVED
OREGON SCREEN IMPRESSIONS, INC. EMPLOYEES' 401K)
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
87
Accounts w/ balance
96
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "JPMorgan LgCp Grw Fnd R6 Registered Investment Company" is 30% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON SCREEN IMPRESSIONS, INC..
Plan sponsor
Name
OREGON SCREEN IMPRESSIONS, INC.
EIN
93-1004019
Address
3580 NE BROADWAY · PORTLAND, OR · 972321821
Phone
(503) 231-0181
Industry
Manufacturingsee 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
2025-10-10
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $34K | — |
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | SERVICE PROVIDER | $0 | — |
Investments
21 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $2.9M | 50.3% | |
| JPMorgan Large Cap Growth Fund | — | — | — | $2.9M | 50.3% | |
| Diamond Hill Large Cap Fund | — | — | — | $380K | 6.5% | |
| Carillon Eagle Mid Cap Growth Fund | — | — | — | $364K | 6.2% | |
| Victory RS Small Cap Growth Fund | — | — | — | $339K | 5.8% | |
| BlkRck LifePath Ind Ret Fd K Registered Investment Company | — | — | — | $304K | 5.2% | |
| BlackRock LifePath Index Retirement Fund | — | — | — | $304K | 5.2% | |
| AB High Income Fund | — | — | — | $237K | 4.1% | |
| BlkRck LifePath Ind 2030 Fd K Registered Investment Company | — | — | — | $192K | 3.3% | |
| iShares S&P 500 Index Fund | — | — | — | $177K | 3.0% | |
| American Funds EuroPacific Growth Fund | — | — | — | $175K | 3.0% | |
| VOYA Fixed Account | — | — | — | $153K | 2.6% | |
| Participants Participant Loans Rates from 5.75% to 11% - | — | — | — | $127K | 2.2% | |
| BlkRck LifePath Ind 2055 Fd K Registered Investment Company | — | — | — | $121K | 2.1% | |
| BlackRock LifePath Index 2045 Fund | — | — | — | $105K | 1.8% | |
| BlackRock LifePath Index 2035 Fund | — | — | — | $86K | 1.5% | |
| BlkRck LifePath Ind 2050 Fd K Registered Investment Company | — | — | — | $53K | 0.9% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $52K | 0.9% | |
| VOYA Government Money Market Fund | — | — | — | $52K | 0.9% | |
| BlkRck LifePath Ind 2040 Fd K Registered Investment Company | — | — | — | $42K | 0.7% | |
| BlackRock LifePath Index 2065 Fund | — | — | — | $3K | <0.1% |
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