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CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY&CENTRAL COAST — CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY& CENTRAL COAST 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251003122808NAL0000803347001
CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY&CENTRAL COAST
Form 5500-SF
FILING_RECEIVED
CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY& CENTRAL COAST 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
171
Accounts w/ balance
101
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY&CENTRAL COAST
.
Find decision makers
Plan sponsor
Name
CATHOLIC COMMUNITY SERVICES OF THE MID-WILLAMETTE VALLEY&CENTRAL COAST
EIN
93-0903773
Address
3737 PORTLAND RD. NE · SALEM, OR · 97301
Phone
(503) 856-7094
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2J · 401(k) feature
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
59% balance-to-active ratio — below typical for a healthy 401(k).
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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Trustee / custodian
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