· 2022–2024 · DOL EFAST2
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OEA CHOICE TRUST — OEA CHOICE TRUST RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260311144133NAL0005265233001
OEA CHOICE TRUST
Form 5500-SF
FILING_RECEIVED
OEA CHOICE TRUST RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
13
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
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
OEA CHOICE TRUST
.
Find decision makers
Plan sponsor
Name
OEA CHOICE TRUST
EIN
93-0763726
Address
6900 SW ATLANTA STREET BLDG #2 · TIGARD, OR · 97223
Phone
(503) 495-6253
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
2026-03-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
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