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Original filing (PDF)20241203123424NAL0003802016001
ADVENTURES WITHOUT LIMITS DBA COMMUNITY-BASED ACTIVITIES PROGRAM
Form 5500-SF
FILING_RECEIVED
ADVENTURES WITHOUT LIMITS RETIREMENT PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
6
Plan assets (EOY)
$72K
Net assets (EOY)
$72K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 5% as many balances as active participants — suggests many active employees aren't deferring.
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 ADVENTURES WITHOUT LIMITS DBA COMMUNITY-BASED ACTIVITIES PROGRAM.
Plan sponsor
Name
ADVENTURES WITHOUT LIMITS DBA COMMUNITY-BASED ACTIVITIES PROGRAM
EIN
72-1572963
Address
1341 PACIFIC AVE · FOREST GROVE, OR · 97116
Phone
(503) 359-2568
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2024-12-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
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
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