What public Form 5500 filings show about the Oregon Shakespeare Festival Association 401(k) plan — and how to find and check your own account.
Oregon Shakespeare Festival Association (EIN 93-0407022) reports OREGON SHAKESPEARE FESTIVAL ASSOCIATION 403(B) PLAN on its most recent Form 5500, with $7.4M in plan assets across 385 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Oregon Shakespeare Festival Association filing — schedules, fees, and providers.
Oregon Shakespeare Festival Association’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Oregon Shakespeare Festival AssociationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HEALTHCARE MANAGEMENT ADMINISTRATOR, FIONA K COSMANN, GARY LAPIDUS, NAVIA BENEFITS SOLUTIONS, LIFEWORKS US.
