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Original filing (PDF)20260317132121NAL0003558112001
OREGON CHILD DEVELOPMENT COALITION
Form 5500
FILING_RECEIVED
OCDC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 4.0 mo100% in single holding
Active participants
1,069
Accounts w/ balance
1,431
Plan assets (EOY)
$59.5M
Net assets (EOY)
$59.5M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
84
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.0 months past the 10.5-month grace window.
- Top holding "[DFE: SEPARATE ACCOUNT 401 (no filing on disk)]" is 100% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON CHILD DEVELOPMENT COALITION.
Plan sponsor
Name
OREGON CHILD DEVELOPMENT COALITION
EIN
93-0591240
Address
9140 SW PIONEER CT STE E · WILSONVILLE, OR · 97070
Phone
(971) 224-1004
Industry
Educational Servicessee 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
2026-03-17
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)
Audit & trust (Schedule H)
Auditor
ALDRICH CPAS + ADVISORS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $97K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
1 pooled fund· $43.8M(74% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Common Collective Trust | — | — | $43.8M | 73.7% |