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THE GIVING PLATE 403(B) PLAN — Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250430102354NAL0002558320001
THE GIVING PLATE 403(B) PLAN
Form 5500-SF
FILING_RECEIVED
THE GIVING PLATE 403(B) PLAN
403(b) retirement plan
Active participants
8
Accounts w/ balance
7
Plan assets (EOY)
$175K
Net assets (EOY)
$175K
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
THE GIVING PLATE 403(B) PLAN
.
Find decision makers
Plan sponsor
Name
THE GIVING PLATE 403(B) PLAN
EIN
80-0553186
Address
1245 SE 3RD ST STE C7 · BEND, OR · 97702
Phone
(541) 797-6883
Industry
Health Care & Social Assistance
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
2025-04-30
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Small plan (5500-SF) — Schedule H data not available.
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GREATER NAPA VALLEY FAIR HOUSING CENTER
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Large plans in Oregon
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SEPARATE ACCOUNT A
$12.5B
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$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
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PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
