403(B) THRIFT PLAN FOR EMPLOYEES OF JEWISH FEDERATION OF PORTLAND, OREGON
401(k) retirement plan
Active participants
10
Accounts w/ balance
18
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
77
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEWISH FEDERATION OF PORTLAND,.
Plan sponsor
Name
JEWISH FEDERATION OF PORTLAND,
EIN
93-0386825
Address
BEN WINKLEBLACK · 9900 SW GREENBURG RD STE 220 · TIGARD, OR · 972235490
