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SPECIAL DISTRICTS ASSOCIATION OF OREGON — SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260309100538NAL0002207008001
SPECIAL DISTRICTS ASSOCIATION OF OREGON
Form 5500-SF
FILING_RECEIVED
SPECIAL DISTRICTS ASSOCIATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
73
Plan assets (EOY)
$21.3M
Net assets (EOY)
$21.3M
Plan health score (directional)
89
/ 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
SPECIAL DISTRICTS ASSOCIATION OF OREGON
.
Find decision makers
Plan sponsor
Name
SPECIAL DISTRICTS ASSOCIATION OF OREGON
EIN
93-0723022
Address
727 CENTER STREET NE, SUITE 208 · SALEM, OR · 97301
Phone
(503) 371-8667
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
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PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
