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Original filing (PDF)20251015010013NAL0007909506009
OREGON - COLUMBIA CHAPTER AGC
Form 5500
FILING_RECEIVED
NORTHWEST AGC CHAPTERS RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
3,426
Accounts w/ balance
6,810
Plan assets (EOY)
$328.1M
Net assets (EOY)
$327.9M
How this plan invests
This plan
13 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 142% 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 OREGON - COLUMBIA CHAPTER AGC.
Plan sponsor
Name
OREGON - COLUMBIA CHAPTER AGC
EIN
93-1059035
Address
9450 SW COMMERCE CIRCLE · WILSONVILLE, OR · 97070
Phone
(800) 826-6610
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
PLATFORM CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | AUSTIN, TX | INVESTMENT CUSTODIAN | $74K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANT CONSULTING AND RESEARCH | 75-2971473 | KINGSTON, WA | PLAN CONSULTANT | $96K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | SEATTLE, WA | THIRD PARTY ADMINISTRATOR | $527K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLATFORM, CPAS, LLC | 88-4342576 | HOLLADAY, UT | AUDITOR | $39K | — |
| BJORKLUND & MONTPLAISIR | 93-1015766 | PORTLAND, OR | PAYROLL AUDITOR | $10K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARRAN LIEBMAN LLP | 93-1251627 | PORTLAND, OR | LEGAL COUNSEL | $50K | — |
Investments
16 direct securities · 13 pooled funds· $325.6M(99% 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.
Common Collective Trust
$177.1M
13 holdings
Uncategorized
$148.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Registered investment company | — | — | — | $34.3M | 10.5% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $29.5M | 9.0% | |
| Vanguard Growth Index Fund Institutional Registered investment company | — | — | — | $27.9M | 8.5% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $23.1M | 7.0% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $21.5M | 6.5% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $18.0M | 5.5% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $16.7M | 5.1% | |
| T ROWE PRICE STABLE VALUE TRUSY FUN T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $16.2M | 4.9% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $12.5M | 3.8% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $11.5M | 3.5% | |
| Vanguard Value Index Institutional Shares Registered investment company | — | — | — | $10.5M | 3.2% | |
| Vanguard Mid Cap Growth Index Admiral Registered investment company | — | — | — | $10.2M | 3.1% | |
| T Rowe Price Instl Mid Cap Value Fund Registered investment company | — | — | — | $9.8M | 3.0% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $9.5M | 2.9% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $9.0M | 2.7% | |
| Registered Investment Contracts American Funds Europacific Growth R6 Registered investment company | — | — | — | $9.0M | 2.7% | |
| Vanguard S&P Mid Cap 400 Index Institutional Registered investment company | — | — | — | $8.0M | 2.4% | |
| Conestoga Small Cap Institutional Fund Registered investment company | — | — | — | $7.8M | 2.4% | |
| Vanguard S&P Mid Cap 600 Index Institutional Registered investment company | — | — | — | $6.9M | 2.1% | |
| Cohen and Steers Realty Institutional Shares Registered investment company | — | — | — | $5.7M | 1.7% | |
| Dodge & Cox Income Fund Registered investment company | — | — | — | $5.1M | 1.6% | |
| VANGUARD TRUST CO TARGET RET INCOME VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.9M | 1.5% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.4% | |
| Fidelity Small Cap Valley Index Fund Registered investment company | — | — | — | $3.9M | 1.2% | |
| Vanguard Intermediate Treasury Fund Admiral Registered investment company | — | — | — | $3.8M | 1.2% | |
| Fidelity Emerging Makets Index Registered investment company | — | — | — | $2.3M | 0.7% | |
| 10.50%, maturing through 2028 -0- | — | — | — | $2.0M | 0.6% | |
| Loomis Sayles Bond CL I Registered investment company | — | — | — | $1.1M | 0.3% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $464K | 0.1% |