· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ERIC HEPLER, INC. — ERIC HEPLER, INC. 401K PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20251030115228NAL0004403922001
ERIC HEPLER, INC.
Form 5500-SF
FILING_RECEIVED
ERIC HEPLER, INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.5 mo
Active participants
3
Accounts w/ balance
11
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
94
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
ERIC HEPLER, INC.
.
Find decision makers
Plan sponsor
Name
ERIC HEPLER, INC.
EIN
93-1120255
Address
18448 COOP RD. · CLATSKANIE, OR · 970162113
Phone
(503) 728-3705
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-10-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
INFRASTRUCTURE INDUSTRIES, INC.
ISX 401(K) PLAN
$1.4M · 24 participants
METRO PAVERS INC
METRO PAVERS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 138 participants
EL TERRERO CONSTRUCTION, LLC
EL TERRERO CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN
$1.4M · 18 participants
HOLLOW CONTRACTING, INC.
HOLLOW CONTRACTING, INC. 401(K) PLAN
$1.4M · 4 participants
SD & C, INC.
SD & C, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 19 participants
100
Knocking points off
Filed 1.5 months past the 10.5-month grace window.
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.
FRANK GURNEY, INC.
FRANK GURNEY, INC. 401K PLAN
$1.4M · 7 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
