Original filing (PDF)20250410145715NAL0013211091001

MULTNOMAH UNIVERSITY

Name: MULTNOMAH UNIVERSITY — MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN, Form 5500 (2023)
Creator: MULTNOMAH UNIVERSITY

Form 5500

FILING_RECEIVED

MULTNOMAH UNIVERSITY 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

How this plan invests

This plan

1 collective trust

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 (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Knocking points off

No active participants reported but plan still holds assets.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MULTNOMAH UNIVERSITY.

Plan sponsor

Name

MULTNOMAH UNIVERSITY

EIN

93-0398802

Address

8435 NE GLISAN STREET · PORTLAND, OR · 972205814

Phone

(503) 255-0332

Industry

Educational Servicessee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

COULTER & JUSTUS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
TWO WEST CAPITAL ADVISORS	27-3055170	LAWRENCE, SC	NONE	$6K	—
PENTEGRA SERVICES, INC.	13-3745616	WHITE PLAINS, NY	NONE	$6K	—
TIAA-TEACHERS INSURANCE & ANNUITY	13-1624203	NEW YORK, NY	NONE	$4K	—

Investments

1 pooled fund· $0(0% 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.