How big is PSU-AAUP's plan?

PSU-AAUP's plan reported $242K in assets and 3 participants for 2024.

Original filing (PDF)20250623114738NAL0015359154001

PSU-AAUP

Name: PSU-AAUP — PSU-AAUP Retirement Trust, Form 5500 (2024)
Creator: PSU-AAUP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PSU-AAUP Retirement Trust

401(k) retirement plan · PSU-AAUP's PSU-AAUP Retirement Trust held $242K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Heather Nahmias signed PSU-AAUP's 2024 Form 5500 as plan administrator.

Heather Nahmias — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PSU-AAUP's EIN is 93-0707569.

EIN 93-0707569

Plan number 001

Plan year 2024

ACK ID 20250623114738NAL0015359154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PSU-AAUP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PSU-AAUP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PSU-AAUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PSU-AAUP

EIN

all filings

Address

1825 SW BDWY · SUITE 232 · PORTLAND, OR · 97201

Phone

(503) 725-4414

Industry

Other Services (ex. Public Admin)

Plan administrator