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Original filing (PDF)20250929151403NAL0005105827001
VIGOR INDUSTRIAL LLC
Form 5500
FILING_RECEIVED
VIGOR INDUSTRIAL LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,200
Accounts w/ balance
1,426
Plan assets (EOY)
$74.4M
Net assets (EOY)
$74.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIGOR INDUSTRIAL LLC.
Plan sponsor
Name
VIGOR INDUSTRIAL LLC
EIN
93-1300260
Address
P.O. BOX 4367 · PORTLAND, OR · 97208
Phone
(971) 272-4857
Industry
Manufacturingsee all
Plan administrator
Name
ADMIN COMM. OF VIGOR INDUSTRIAL LLC
EIN
94-3086702
City
PORTLAND, OR
Phone
(971) 272-4857
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | — | DALLAS, TX | NONE | $53K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $30K | — |
| R. V. KUHNS & ASSOCIATES INC | — | PORTLAND, OR | NONE | $27K | — |
| SOOFI LAW OFFICE | — | PORTLAND, OR | NONE | $10K | — |
Investments
24 direct securities · 3 pooled funds· $75.7M(100% of reported assets)
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.
Uncategorized
$60.2M
24 holdings
Common Collective Trust
$15.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.9M | 13.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $7.8M | 10.5% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $6.6M | 8.8% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $6.0M | 8.0% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $5.1M | 6.9% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $4.7M | 6.3% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $4.3M | 5.8% | |
| T. ROWE PRICE EQUITY INDEX TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $4.2M | 5.7% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $4.2M | 5.6% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $3.8M | 5.1% | |
| from participants maturing through 2031 | — | — | — | $2.7M | 3.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $2.3M | 3.1% | |
| T. Rowe Price T. Rowe Price Small Cap Stock Fund | — | — | — | $1.8M | 2.4% | |
| Janus Henderson Enterprise I | — | — | — | $1.6M | 2.1% | |
| T. Rowe Price T. Rowe Price Mid Cap Value Fund | — | — | — | $1.5M | 2.0% | |
| Common Collective Trust Funds: ** SEI Trust Company Acadian All Country World Ex US Equity Fund | — | — | — | $1.4M | 1.9% | |
| ACADIAN AL CNTY WLD EX US EQ F SEI TRUST COMPANY · EIN 47-3984728 / PN 081 | Common Collective Trust | — | — | $1.4M | 1.9% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $1.2M | 1.6% | |
| T. Rowe Price T. Rowe Price Inst Large-Cap Value Fund | — | — | — | $1.1M | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $1.1M | 1.4% | |
| Metropolitan West Metropolitan West Total Return Bond Fund | — | — | — | $896K | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund | — | — | — | $753K | 1.0% | |
| Westwood Smallcap Value Inst | — | — | — | $486K | 0.7% | |
| Vanguard Total International Stock Index Fund | — | — | — | $358K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund | — | — | — | $301K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund | — | — | — | $235K | 0.3% | |
| Vanguard Fed Money Market Fund | — | — | — | $16K | <0.1% |
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