· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HEAD START OF YAMHILL COUNTY, INC. — EMPLOYEE BENEFIT PLAN OF HEAD START OF YAMHILL COUNTY, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250829131305NAL0011341921001
HEAD START OF YAMHILL COUNTY, INC.
Form 5500-SF
FILING_RECEIVED
EMPLOYEE BENEFIT PLAN OF HEAD START OF YAMHILL COUNTY, INC.
401(k) retirement plan
Active participants
81
Accounts w/ balance
124
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
HEAD START OF YAMHILL COUNTY, INC.
.
Find decision makers
Plan sponsor
Name
HEAD START OF YAMHILL COUNTY, INC.
EIN
93-0928640
Address
P.O. BOX 1311 · MCMINNVILLE, OR · 97128
Phone
(503) 472-2000
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
2025-08-29
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
Similar-size Health Care & Social Assistance plans
ANDROSCOGGIN HEAD START AND CHILD CARE D/B/A PROMISE EARLY EDUCATION C
PROMISE EARLY EDUCATION CENTER 403(B) PLAN
$3.1M · 75 participants
LITTLE TREE MONTESSORI INTERNATIONA
LITTLE TREE 401(K) PLAN
$3.1M · 74 participants
E. M. EDUCATION, LTD DBA CHILDREN'S HOUSE OF LOS ALTOS
CHILDREN'S HOUSE OF LOS ALTOS CASH BALANCE PLAN
$3.1M · 14 participants
SAN RAMON VALLEY SCHOOL AGE CHILD CARE ALLIANCE, INC.
SAN RAMON VALLEY SCHOOL AGE CHILD CARE ALLIANCE, INC. 403(B) PLAN
$3.0M · 198 participants
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.
THE DOWN TO EARTH GROUP, LLC
THE DOWN TO EARTH GROUP, LLC DEFINED BENEFIT PLAN
$3.1M · 5 participants
CANARSIE CHILDHOOD CENTER, INC.
CANARSIE CHILDHOOD CENTER, INC. 401(K) PLAN
$3.0M · 34 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
