Back to filter
Original filing (PDF)20260120131650NAL0001305603001
PAPER & STRING INC
Form 5500-SF
FILING_RECEIVED
PAPER & STRING INC 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAPER & STRING INC.
Plan sponsor
Name
PAPER & STRING INC
EIN
93-1159797
Address
781 N KEENE WAY DR · MEDFORD, OR · 97504
Phone
(541) 773-8011
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-01-20
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
CUSTOMWEATHER, INC.
CUSTOMWEATHER 401(K) AND PROFIT SHARING PLAN
$1.5M · 5 participants
AL TALENT, INC
AL TALENT, INC 401(K) PLAN
$1.5M · 20 participants
REFLEX MEDIA INC
REFLEX MEDIA INC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 34 participants
BLACKIVY GROUP, LLC
BLACKIVY GROUP, LLC 401K PLAN
$1.5M · 13 participants
AMERICAN TEST CENTER INC
AMERICAN TEST CENTER INC 401(K) PS & TRUST
$1.5M · 24 participants
UNITED PROCESSING INC.
UNITED PROCESSING INC. PROFIT SHARING PLAN
$1.5M
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