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DONATE LIFE NORTHWEST — DONATE LIFE NORTHWEST 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250705133455NAL0000806899001
DONATE LIFE NORTHWEST
Form 5500-SF
FILING_RECEIVED
DONATE LIFE NORTHWEST 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
11
Plan assets (EOY)
$415K
Net assets (EOY)
$415K
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
DONATE LIFE NORTHWEST
.
Find decision makers
Plan sponsor
Name
DONATE LIFE NORTHWEST
EIN
93-0867552
Address
2611 SW 3RD AVE · STE 320 · PORTLAND, OR · 97201
Phone
(503) 418-4034
Industry
Educational Services
see 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
2025-07-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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VISUAL AID VOLUNTEERS, INC
VISUAL AID VOLUNTEERS, INC 401(K) PLAN & TRUST
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$415K · 5 participants
EDUCATIONAL PARTNERSHIPS, INC.
EDUCATIONAL PARTNERSHIPS, INC
$414K · 15 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
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MORLEY STABLE VALUE FUND
$11.1B
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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
