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GRANTMAKERS FOR EDUCATION — GRANTMAKERS FOR EDUCATION 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250818103757NAL0001153553001
GRANTMAKERS FOR EDUCATION
Form 5500-SF
FILING_RECEIVED
GRANTMAKERS FOR EDUCATION 403(B) RETIREMENT PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
20
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GRANTMAKERS FOR EDUCATION
.
Find decision makers
Plan sponsor
Name
GRANTMAKERS FOR EDUCATION
EIN
33-0919329
Address
400 SE 103RD DR #33348 · PORTLAND, OR · 97216
Phone
(503) 595-2100
Industry
Other Services (ex. Public Admin)
see 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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
CHILDHOOD DEVELOPMENT SERVICES, INC.
CHILDHOOD DEVELOPMENT SERVICES, INC. 403(B) PLAN
$1.4M · 10 participants
LEXINGTON HABITAT FOR HUMANITY, INC.
LEXINGTON HABITAT FOR HUMANITY 401(K) PLAN
$1.4M · 39 participants
LANDSCAPE ARCHITECTURE FOUNDAT
LANDSCAPE ARCHITECTURE FOUNDAT 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 15 participants
THE MANOR, INC.
THE MANOR, INC. 403(B) RETIREMENT SAVINGS PLAN
$1.4M · 83 participants
GEORGE B STORER FOUNDATION
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GEORGE B STORER FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 4 participants
INNOVATIVE INDUSTRIES, INC.
INNOVATIVE INDUSTRIES, INC. 401(K) PLAN
$1.4M · 125 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
