Oregon - Columbia Chapter AGC's EIN is 93-1059035.
Download the official 2024 Form 5500 (PDF) for Oregon - Columbia Chapter AGC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oregon - Columbia Chapter AGC's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST COMPANY | 42-1558009 | AUSTIN, TX | INVESTMENT CUSTODIAN | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RELIANT CONSULTING AND RESEARCH | 75-2971473 | KINGSTON, WA | PLAN CONSULTANT |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Registered investment company | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $10.5M | 3.2% | |
| Vanguard Mid Cap Growth Index Admiral Registered investment company | Mutual Funds | — | — | $10.2M | 3.1% | |
| T Rowe Price Instl Mid Cap Value Fund Registered investment company | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $9.0M | 2.7% | |
| Vanguard S&P Mid Cap 400 Index Institutional Registered investment company | Mutual Funds | — | — | $8.0M | 2.4% | |
| Conestoga Small Cap Institutional Fund Registered investment company | Common Stocks | — | — | $7.8M | 2.4% | |
| Vanguard S&P Mid Cap 600 Index Institutional Registered investment company | Mutual Funds | — | — | $6.9M | 2.1% | |
| Cohen and Steers Realty Institutional Shares Registered investment company | Common Stocks | — | — | $5.7M | 1.7% | |
| Dodge & Cox Income Fund Registered investment company | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $3.9M | 1.2% | |
| Vanguard Intermediate Treasury Fund Admiral Registered investment company | Mutual Funds | — | — | $3.8M | 1.2% | |
| Fidelity Emerging Makets Index Registered investment company | Mutual Funds | — | — | $2.3M | 0.7% | |
| 10.50%, maturing through 2028 -0- | Bonds / Notes | — | — | $2.0M | 0.6% | |
| Loomis Sayles Bond CL I Registered investment company | Common Stocks | — | — | $1.1M | 0.3% | |
| VANGUARD TRUST CO TARGET RETIREMENT VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $464K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $96K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | SEATTLE, WA | THIRD PARTY ADMINISTRATOR | $527K | — |
| 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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARRAN LIEBMAN LLP | 93-1251627 | PORTLAND, OR | LEGAL COUNSEL | $50K | — |
