Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVE GARLOCK EQUIPMENT INC.
EIN 91-1793062machineryLatest filing 2025
Plans
2
Retirement
2
$977K assets
Welfare
0
Participants
7
13483 SE JOHNSON ROAD - PORTLAND, OR 97222503-594-2100stevegarlockequip.comLinkedIn1-10 employeesmachinery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $977K assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEVE GARLOCK EQUIPMENT INC. CASH BALANCE PLAN
CashBalance
Assets$952K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEVE GARLOCK EQUIPMENT INC. 401(K) PROFIT SHARING PLAN
401k
Assets$25K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVE GARLOCK EQUIPMENT INC. CASH BALANCE PLAN | CashBalance | $952K | 6 | 2024 | |
| 001 | STEVE GARLOCK EQUIPMENT INC. 401(K) PROFIT SHARING PLAN | 401k | $25K | 1 | 2025 |
Retirement plans