· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ASHLAND CHAMBER OF COMMERCE — ASHLAND CHAMBER OF COMMERCE 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250408160924NAL0018333377001
ASHLAND CHAMBER OF COMMERCE
Form 5500-SF
FILING_RECEIVED
ASHLAND CHAMBER OF COMMERCE 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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
ASHLAND CHAMBER OF COMMERCE
.
Find decision makers
Plan sponsor
Name
ASHLAND CHAMBER OF COMMERCE
EIN
93-0115140
Address
PO BOX 1360 · ASHLAND, OR · 975201829
Phone
(541) 482-3486
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
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
Related plans
Similar-size Other Services (ex. Public Admin) plans
ABUNDANT LIFE CHRISTIAN FELLOWSHIP
ABUNDANT LIFE CHRISTIAN FELLOWSHIP 403(B) PLAN
$1.1M · 11 participants
CHRIST CHURCH NASHVILLE
CHRIST CHURCH NASHVILLE 403(B) PLAN
$1.1M · 21 participants
CLAUDE MOORE CHARITABLE FOUNDATI
CLAUDE MOORE CHARITABLE FOUNDATION 401(K)
$1.1M · 12 participants
MERCK FAMILY FUND
MERCK FAMILY FUND 403(B) RETIREMENT PLAN
$1.1M · 2 participants
CCOSA
CCOSA 401(K) PLAN
$1.1M · 14 participants
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.
NATIONAL UTILITY CONTRACTORS ASSOCIATION
NATIONAL UTILITY CONTRACTORS ASSOCIATION 401(K) PLAN
$1.1M · 8 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
