How big is OEA Choice Trust's plan?

OEA Choice Trust's plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20260311144133NAL0005265233001

OEA Choice Trust

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

Form 5500-SF

FILING_RECEIVED

OEA Choice Trust Retirement Plan

Defined-contribution retirement plan · OEA Choice Trust's OEA Choice Trust Retirement Plan held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Bethanne Darby signed OEA Choice Trust's 2024 Form 5500 as plan administrator.

Bethanne Darby — 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

OEA Choice Trust's EIN is 93-0763726.

EIN 93-0763726

Plan number 001

Plan year 2024

ACK ID 20260311144133NAL0005265233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for OEA Choice Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

OEA Choice Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (92nd percentile).

Plan sponsor

Name

OEA CHOICE TRUST

EIN

all filings

Address

6900 SW ATLANTA STREET BLDG #2 · TIGARD, OR · 97223

Phone

(503) 495-6253

Industry

Finance & Insurance

Plan administrator