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OREGON SHAKESPEARE FESTIVAL ASSOCIATION — OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250715145401NAL0002328881001
OREGON SHAKESPEARE FESTIVAL ASSOCIATION
Form 5500-SF
FILING_RECEIVED
OREGON SHAKESPEARE FESTIVAL ASSOCIATION MATCHING RETIREMENT PLAN & TRUST
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
64
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OREGON SHAKESPEARE FESTIVAL ASSOCIATION
.
Find decision makers
Plan sponsor
Name
OREGON SHAKESPEARE FESTIVAL ASSOCIATION
EIN
93-0407022
Address
15 S PIONEER ST · ASHLAND, OR · 97520
Phone
(541) 482-2111
Industry
Arts, Entertainment, Recreation
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$1.3M · 10 participants
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AUGUST IMAGE, LLC
AUGUST IMAGE, LLC 401(K) PROFIT SHARING PLAN
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SPORTO ENTERTAINMENT, INC.
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DAPTONE RECORDS LLC
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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.
No Schedule C compensation disclosed — likely a small plan or unbundled.
DAPTONE RECORDS LLC RETIREMENT PLAN AND TRUST
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