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Original filing (PDF)20260205163520NAL0002656899001
ESHRAGHI NURSERIES, LLC
Form 5500
FILING_RECEIVED
ESHRAGHI NURSERY PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 3
Late filing · 2.6 mo54% in single holdingNo recordkeeper disclosed
Active participants
130
Accounts w/ balance
156
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- Top holding "FIMM Treasury Only Portfolio Money Market 4.53% N/A" is 54% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESHRAGHI NURSERIES, LLC.
Plan sponsor
Name
ESHRAGHI NURSERIES, LLC
EIN
93-1197837
Address
26985 SW FARMINGTON RD · HILLSBORO, OR · 97123
Phone
(503) 628-8685
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-05
Pension benefit codes
2A · Age/service weighted or new comparability
2D · Offset of another plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JONES & ROTH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREMIER RETIREMENT SERVICES, INC. | 93-1327877 | CANBY, OR | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
22 direct securities· $3.5M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIMM Treasury Only Portfolio Money Market 4.53% N/A | — | — | $1.9M | $1.9M | 50.5% | |
| Vanguard Short Term Treasury Fund Admiral Shares N/L Shares of mutual funds | — | — | $464K | $447K | 12.1% | |
| Vanguard Intermediate Term Bond ETF Shares of exchange-traded products | — | — | $150K | $146K | 4.0% | |
| Vanguard Value ETF Shares of exchange-traded products | — | — | $102K | $124K | 3.4% | |
| Fidelity Total Bond Fund N/L Shares of mutual funds | — | — | $112K | $100K | 2.7% | |
| Vanguard Growth ETF Shares of exchange-traded products | — | — | $64K | $92K | 2.5% | |
| Vanguard Short-Term Corporate Bond ETF Shares of exchange-traded products | — | — | $89K | $85K | 2.3% | |
| Vanguard FTSE All-World EX-US ETF Shares of exchange-traded products | — | — | $76K | $69K | 1.9% | |
| Vanguard Short Term Investment Grade FD Admiral Shares N/L Shares of mutual funds | — | — | $70K | $66K | 1.8% | |
| iShares TR FLTG Rate NT ETF Shares of exchange-traded products | — | — | $64K | $64K | 1.7% | |
| Vanguard Mid-Cap Value ETF Shares of exchange-traded products | — | — | $51K | $58K | 1.6% | |
| Vanguard Mid-Cap Growth ETF Shares of exchange-traded products | — | — | $51K | $56K | 1.5% | |
| Vanguard Small-Cap Growth ETF Shares of exchange-traded products | — | — | $51K | $50K | 1.4% | |
| Vanguard GNMA Admiral Fund Shares N/L Shares of mutual funds | — | — | $56K | $48K | 1.3% | |
| American Funds Europacific Growth Fund CL F2 N/L Shares of mutual funds | — | — | $60K | $47K | 1.3% | |
| Vanguard Equity Income Fund Admiral Shares N/L Shares of mutual funds | — | — | $35K | $34K | 0.9% | |
| DFA U.S. Small Cap Value PORT INSTL CL N/L Shares of mutual funds | — | — | $31K | $34K | 0.9% | |
| iShares TR 0-5 YR TIPS ETF Shares of exchange-traded products | — | — | $44K | $32K | 0.9% | |
| Registered investment companies Shares Description DFA Emerging Markets Portfolio INSTL CL N/L Shares of mutual funds | — | — | $29K | $24K | 0.7% | |
| Cash, interest-bearing Rate Maturity * Raymond James Bank 0.20% N/A | — | — | $13K | $13K | 0.3% | |
| Vanguard Inflation Protected Securities Fund ADM SHR N/L Shares of mutual funds | — | — | $15K | $6K | 0.2% | |
| Victory Trivalent INTL Small-CAP Fund CL Y N/L Shares of mutual funds | — | — | $5K | $4K | 0.1% |
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