Original filing (PDF)20250905070147NAL0016874161001

NORTHWEST HOUSING ALTERNATIVES, INC

Name: NORTHWEST HOUSING ALTERNATIVES, INC — NORTHWEST HOUSING ALTERNATIVES 403(B) PLAN, Form 5500 (2024)
Creator: NORTHWEST HOUSING ALTERNATIVES, INC

Form 5500-SF

FILING_RECEIVED

NORTHWEST HOUSING ALTERNATIVES 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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 NORTHWEST HOUSING ALTERNATIVES, INC.

Plan sponsor

Name

NORTHWEST HOUSING ALTERNATIVES, INC

EIN

93-0814473

Address

2316 SE WILLARD STREET · MILWAUKIE, OR · 972227740

Phone

(503) 654-1007

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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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