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Original filing (PDF)20251014182118NAL0003488849001
TERWILLIGER PLAZA, INC.
Form 5500
FILING_RECEIVED
TERWILLIGER PLAZA 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
169
Accounts w/ balance
224
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Fund "" is 27% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TERWILLIGER PLAZA, INC..
Plan sponsor
Name
TERWILLIGER PLAZA, INC.
EIN
93-0477890
Address
2545 SW TERWILLIGER BLVD. · PORTLAND, OR · 97201
Phone
(503) 226-4911
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $29K | — |
Investments
23 direct securities · 1 pooled fund· $9.2M(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.
Pooled Separate Account
$4.6M
1 holding
Uncategorized
$4.6M
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $4.6M | 82.3% | |
| Vanguard 500 Index Fund " | — | — | — | $1.2M | 22.0% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $433K | 7.7% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $333K | 5.9% | |
| Fidelity Large Cap Growth Index Fund " | — | — | — | $305K | 5.4% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $275K | 4.9% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $249K | 4.4% | |
| MFS International Diversification Fund " | — | — | — | $218K | 3.9% | |
| Voya Intermediate Bond Fund " | — | — | — | $217K | 3.9% | |
| Vanguard Windsor II Fund " | — | — | — | $164K | 2.9% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $152K | 2.7% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $141K | 2.5% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $123K | 2.2% | |
| JPMorgan Mid Cap Growth Fund " | — | — | — | $122K | 2.2% | |
| Vanguard Explorer Fund Pooled separate account | — | — | — | $120K | 2.1% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $114K | 2.0% | |
| Vanguard Extended Market Index Fund " | — | — | — | $112K | 2.0% | |
| Vanguard Target Retirement 2055 Fund " | — | — | — | $85K | 1.5% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $74K | 1.3% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $51K | 0.9% | |
| Allspring Special Mid Cap Value Fund " | — | — | — | $46K | 0.8% | |
| Vanguard Value Index Fund " | — | — | — | $31K | 0.6% | |
| Vanguard Wellington Fund " | — | — | — | $17K | 0.3% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $3K | <0.1% |
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