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Original filing (PDF)20250521120144NAL0001861377001

WASHMAN LLC

Form 5500
FILING_RECEIVED
WASHMAN LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
171
Accounts w/ balance
34
Plan assets (EOY)
Net assets (EOY)
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score
70
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
  • Only 20% as many balances as active participants — suggests many active employees aren't deferring.
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 WASHMAN LLC.
Plan sponsor
Name
WASHMAN LLC
EIN
93-1169826
Address
P.O. BOX 4124 · PORTLAND, OR · 97208
Phone
(503) 255-9111
Industry
Other Services (ex. Public Admin)see 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
2025-05-21
Pension benefit codes
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2F · ERISA section 404(c)
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $286K

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.

InvestmentTypeCurrent value% of plan
GALLIARD STBLE RTN J
WELLS FARGO BANK, N.A. · EIN 94-3371778 / PN 001
Common Collective Trust
$286K100.0%

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