How big is The Giving Plate 403(b) Plan's plan?

The Giving Plate 403(b) Plan's plan reported $193K in assets and 8 participants for 2025.

Original filing (PDF)20260518181335NAL0000456626001

The Giving Plate 403(b) Plan

Name: The Giving Plate 403(b) Plan — Form 5500 (2025)
Creator: The Giving Plate 403(b) Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · The Giving Plate 403(b) Plan held $193K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

People on this filing

Donna Mills signed The Giving Plate 403(b) Plan's 2025 Form 5500 as plan administrator.

Donna Mills — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Giving Plate 403(b) Plan's EIN is 80-0553186.

EIN 80-0553186

Plan number 001

Plan year 2025

ACK ID 20260518181335NAL0000456626001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Giving Plate 403(b) Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Giving Plate 403(b) Plan's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE GIVING PLATE 403(B) PLAN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE GIVING PLATE 403(B) PLAN

EIN

all filings

Address

1212 NE 1ST STREET · BEND, OR · 97701

Phone

(719) 251-5592

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-18

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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