Original filing (PDF)20250917121645NAL0000515792001

OREGONIANS CREDIT UNION

Name: OREGONIANS CREDIT UNION — OREGONIANS CREDIT UNION RETIREMENT PLAN, Form 5500 (2024)
Creator: OREGONIANS CREDIT UNION

Form 5500

FILING_RECEIVED

OREGONIANS CREDIT UNION RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

8 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Decision-maker contacts

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

Plan sponsor

Name

OREGONIANS CREDIT UNION

EIN

93-0241933

Address

6915 SE LAKE RD · MILWAUKIE, OR · 97267

Phone

(503) 239-1108

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

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)

No Schedule C providers reported

Investments

8 pooled funds· $3.9M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
GG BR LP DYN 2040 R6 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289858 / PN 001	Common Collective Trust	$1.1M	28.0%
GG BR LP DYN 2055 R6 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289861 / PN 001	Common Collective Trust	$846K	21.9%
GG BR LP DYN 2050 R6 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289860 / PN 001	Common Collective Trust	$547K	14.1%
GG BR LP DYN 2045 R6 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289859 / PN 001	Common Collective Trust	$522K	13.5%
GG BR LP DYN 2030 R6 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289856 / PN 001	Common Collective Trust	$401K	10.4%
GG BR LP DYN 2060 R6 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289862 / PN 001	Common Collective Trust	$193K	5.0%
GG BR LP DYN 2035 R6 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289857 / PN 001	Common Collective Trust	$188K	4.8%
GG BR LP DYN 2065 R6 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289863 / PN 001	Common Collective Trust	$91K	2.4%

1–8 of 8

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