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Original filing (PDF)20250825121824NAL0015242450002
OREGON EPISCOPAL SCHOOL
Form 5500
FILING_RECEIVED
OREGON EPISCOPAL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
287
Accounts w/ balance
325
Plan assets (EOY)
$60.8M
Net assets (EOY)
$60.8M
How this plan invests
This plan
1 pooled trust
Schedule D
52 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON EPISCOPAL SCHOOL.
Plan sponsor
Name
OREGON EPISCOPAL SCHOOL
EIN
93-0386915
Address
6300 S.W. NICOL ROAD · PORTLAND, OR · 97223
Phone
(503) 416-9482
Industry
Educational Servicessee all
Plan administrator
Name
VEENA IYENGAR
EIN
93-0386915
City
PORTLAND, OR
Phone
(503) 416-9482
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $45K | — |
Investments
51 direct securities · 1 pooled fund· $60.8M(100% of reported assets)
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.
Uncategorized
$60.5M
51 holdings
Pooled Separate Account
$279K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | — | — | — | $7.0M | 11.5% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2035 INST | — | — | — | $5.6M | 9.1% | |
| TIAA Traditional Non Benefit Responsive | — | — | — | $4.9M | 8.0% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2025 INST | — | — | — | $4.2M | 6.9% | |
| CREF Stock R1 | — | — | — | $3.8M | 6.2% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2030 INST | — | — | — | $3.2M | 5.2% | |
| Fidelity Contrafund K6 | — | — | — | $3.1M | 5.1% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $3.1M | 5.0% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $2.8M | 4.5% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2020 INST | — | — | — | $2.4M | 4.0% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2045 INST | — | — | — | $2.0M | 3.2% | |
| CREF Growth R1 | — | — | — | $1.7M | 2.7% | |
| MFS Value Fund Class R6 | — | — | — | $1.5M | 2.5% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2040 INST | — | — | — | $1.5M | 2.4% | |
| TIAA CREF TIAA CREF Social Choice EQ INS | — | — | — | $1.4M | 2.3% | |
| VALIC Fixed Interest Option | — | — | — | $1.2M | 2.0% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2055 INST | — | — | — | $1.1M | 1.8% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2050 INST | — | — | — | $955K | 1.6% | |
| CREF Equity Index R1 | — | — | — | $945K | 1.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $832K | 1.4% | |
| CREF Global Equities R1 | — | — | — | $721K | 1.2% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $710K | 1.2% | |
| Northern Funds Northern Small Cap Value Fund | — | — | — | $649K | 1.1% | |
| Dimensional Fund International Small Company Portfolio | — | — | — | $635K | 1.0% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2015 INST | — | — | — | $610K | 1.0% | |
| CREF Core Bond R1 | — | — | — | $466K | 0.8% | |
| TIAA Traditional Benefit Responsive | — | — | — | $405K | 0.7% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2060 INST | — | — | — | $381K | 0.6% | |
| CREF Social Choice R1 | — | — | — | $322K | 0.5% | |
| TIAA CREF TIAA-CREF SOC Choice BND INSTL | — | — | — | $321K | 0.5% | |
| Advisors Institutional Class Fidelity Total Bond Fund Class Z | — | — | — | $280K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $279K | 0.5% | |
| TIAA CREF TIAA-CREF SOC CH INTL EQ INSTL | — | — | — | $261K | 0.4% | |
| Conestoga Small Cap Institutional Class | — | — | — | $254K | 0.4% | |
| TIAA Access Nuveen Quant Sml Cp Eq T4 | — | — | — | $217K | 0.4% | |
| TIAA Access Nuveen Lg-Cap Val T4 | — | — | — | $214K | 0.4% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2010 INST | — | — | — | $154K | 0.3% | |
| TIAA Access Nuveen Intl Equity T4 | — | — | — | $146K | 0.2% | |
| CREF Inflation-Link Bond R1 | — | — | — | $139K | 0.2% | |
| TIAA Access Real Est Secs T4 | — | — | — | $122K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2050 T4 | — | — | — | $116K | 0.2% | |
| American Funds EuroPacific Growth R6 | — | — | — | $100K | 0.2% | |
| TIAA Access Nuveen Mid-Cap Val T4 | — | — | — | $74K | 0.1% | |
| TIAA Access Nuveen LgCp Res Eq T4 | — | — | — | $61K | 0.1% | |
| TIAA CREF TIAA-CREF LFCYCL IDX 2065 INST | — | — | — | $57K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2015 T4 | — | — | — | $56K | <0.1% | |
| TIAA Access Neveen Core Bond Plus T4 | — | — | — | $37K | <0.1% | |
| CREF Money Market R1 | — | — | — | $36K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2035 T4 | — | — | — | $35K | <0.1% | |
| TIAA Access NuveenLifecycle 2045 T4 | — | — | — | $27K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2030 T4 | — | — | — | $7K | <0.1% | |
| TIAA Access Nuveen Mid-Cap Gr T4 | — | — | — | $2K | <0.1% |
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