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NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION — NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION 403(B) DC PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250807100120NAL0010674210001
NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION
Form 5500-SF
FILING_RECEIVED
NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION 403(B) DC PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$527K
Net assets (EOY)
$527K
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
NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION
.
Find decision makers
Plan sponsor
Name
NORTHWEST OSTEOPATHIC MEDICAL FOUNDATION
EIN
93-0882138
Address
16722 SW DARWIN LOOP · TIGARD, OR · 97224
Phone
(503) 222-7161
Industry
Other Services (ex. Public Admin)
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
2025-08-07
Pension benefit codes
2M · 403(b)(7) custodial accounts
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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MONTGOMERY COUNTY COLLABORATIO
MONTGOMERY COUNTY COLLABORATIO 401(K) PROFIT SHARING 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$526K · 17 participants
PAR ID/A FOUNDATION
PAR 401(K) PLAN
$527K · 9 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
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
