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Original filing (PDF)20250414192738NAL0002262081001
OREGON EDUCATION ASSOCIATION
Form 5500
FILING_RECEIVED
OREGON EDUCATION ASSOCIATION 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
121
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON EDUCATION ASSOCIATION.
Plan sponsor
Name
OREGON EDUCATION ASSOCIATION
EIN
93-0243443
Address
6900 SW ATLANTA ST · PORTLAND, OR · 972232513
Phone
(503) 684-3300
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
OREGON EDUCATION ASSOCIATION 401K ADMINISTRATIVE
EIN
20-4645393
City
PORTLAND, OR
Phone
(503) 684-3300
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH BROWN PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $800 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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