How big is Oregon STEM's plan?

Oregon STEM's plan reported $126K in assets for 2025.

Original filing (PDF)20260305160840NAL0004469745001

Oregon STEM

Name: Oregon STEM — Oregon STEM 401(k) Plan, Form 5500 (2025)
Creator: Oregon STEM
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oregon STEM 401(k) Plan

401(k) retirement plan · Oregon STEM's Oregon STEM 401(k) Plan reported $126K in plan assets in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

People on this filing

Rosalynn Ritschard signed Oregon STEM's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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

Oregon STEM's EIN is 85-3661381.

EIN 85-3661381

Plan number 001

Plan year 2025

ACK ID 20260305160840NAL0004469745001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Oregon STEM from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Oregon STEM's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OREGON STEM.

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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.
High average account balance (92nd percentile).

Plan sponsor

Name

OREGON STEM

EIN

all filings

Address

2149 CASCADE AVENUE, STE 106A, PMB2 · HOOD RIVER, OR · 97031

Phone

(503) 715-6365

Industry

All Other Professional Services· Professional & Technical Services

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

2026-03-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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