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Original filing (PDF)20251013163652NAL0000840035001
ASCENTEC ENGINEERING
Form 5500
FILING_RECEIVED
ASCENTEC ENGINEERING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
377
Accounts w/ balance
267
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
27 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.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASCENTEC ENGINEERING.
Plan sponsor
Name
ASCENTEC ENGINEERING
EIN
93-1314519
Address
18500 SW 108TH AVENUE · TUALATIN, OR · 97062
Phone
(503) 925-1942
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DELAP LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
27 direct securities· $11.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.8M | 16.1% | |
| Vanguard Growth Index Inv Vanguard 0 | — | — | — | $1.4M | 12.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.4M | 12.8% | |
| Vanguard 500 Index Inv Vanguard 0 | — | — | — | $1.4M | 12.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $625K | 5.7% | |
| Vanguard Mid-Cap Index Inv Vanguard 0 | — | — | — | $574K | 5.2% | |
| Vanguard Small-Cap Index Inv Vanguard 0 | — | — | — | $510K | 4.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $505K | 4.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $461K | 4.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $402K | 3.6% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $334K | 3.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $279K | 2.5% | |
| Vanguard Total Stock Market Index Inv Vanguard 0 | — | — | — | $230K | 2.1% | |
| Vanguard Value Index Inv Vanguard 0 | — | — | — | $191K | 1.7% | |
| Vanguard Balanced Index Inv Vanguard 0 | — | — | — | $163K | 1.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $151K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $110K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $108K | 1.0% | |
| Vanguard Total Intl Stock Index Inv Vanguard 0 | — | — | — | $103K | 0.9% | |
| Vanguard Emerging Mkts Stock Idx Inv Vanguard 0 | — | — | — | $83K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $56K | 0.5% | |
| Vanguard Total Intl Bond Index Inv Vanguard 0 | — | — | — | $46K | 0.4% | |
| Vanguard Real Estate Index Inv Vanguard 0 | — | — | — | $40K | 0.4% | |
| Vanguard Short-Term Bond Index Inv Vanguard 0 | — | — | — | $30K | 0.3% | |
| Vanguard Total Bond Market Index Inv Vanguard 0 | — | — | — | $28K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $25K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $1K | <0.1% |
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