Back to filter
Original filing (PDF)20250620221527NAL0004209009001
HEINZ RECORDS LLC
Form 5500-SF
FILING_RECEIVED
HEINZ RECORDS LLC 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
22
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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 HEINZ RECORDS LLC.
Plan sponsor
Name
HEINZ RECORDS LLC
EIN
93-1319556
Address
728 SW 1ST AVENUE · PORTLAND, OR · 97204
Phone
(503) 249-0808
Industry
Arts, Entertainment, Recreationsee 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
2025-06-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
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 Arts, Entertainment, Recreation plans
STUPID IDIOT, INC.
STUPID IDOIT, INC. PROFIT SHARING PLAN
$2.7M · 3 participants
IRVINE BARCLAY THEATRE OPERATING COMPANY
IRVINE BARCLAY THEATRE 401(K) PLAN
$2.7M · 18 participants
GEVA THEATRE CENTER, INC.
GEVA THEATRE CENTER, INC. 403(B) PLAN
$2.8M · 67 participants
MUSIC THEATRE WICHITA, INC.
MUSIC THEATRE WICHITA, INC. 401(K) PLAN
$2.8M · 13 participants
MOUNTAIN VIEW STAGING
MOUNTAIN VIEW STAGING 401(K) PLAN
$2.8M · 43 participants
OQWE PRODUCTIONS, INC.
OQWE PRODUCTIONS, INC. DEFINED BENEFIT PENSION PLAN
$2.7M · 1 participants
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
