Original filing (PDF)20260311143341NAL0005389137001

OEA CHOICE TRUST

Name: OEA CHOICE TRUST — OEA CHOICE TRUST 401(K) PLAN, Form 5500 (2024)
Creator: OEA CHOICE TRUST

Form 5500-SF

FILING_RECEIVED

OEA CHOICE TRUST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$651K

Net assets (EOY)

$651K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OEA CHOICE TRUST.

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 & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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