· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HIV ALLIANCE — HIV ALLIANCE CLOSED RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260309113408NAL0002180465001
HIV ALLIANCE
Form 5500-SF
FILING_RECEIVED
HIV ALLIANCE CLOSED RETIREMENT PLAN
403(b) retirement plan
Active participants
49
Accounts w/ balance
94
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
HIV ALLIANCE
.
Find decision makers
Plan sponsor
Name
HIV ALLIANCE
EIN
93-0963546
Address
1195 CITY VIEW ST. · EUGENE, OR · 97402
Phone
(541) 342-5088
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2M · 403(b)(7) custodial accounts
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
OSLC COMMUNITY PROGRAMS DBA OREGON COMMUNITY PROGRAMS
OREGON COMMUNITY PROGRAMS 403(B) PLAN
$2.1M · 67 participants
GREATER LOS ANGELES AGENCY ON DEAFNESS, INC.
GLAD EMPLOYER CONTRIBUTION 401(A) PLAN
$2.1M · 63 participants
BACK ON MY FEET
BACK ON MY FEET 401(K) RETIREMENT PLAN
$2.1M · 22 participants
CHILD PROTECTION CENTER INC
CHILD PROTECTION CENTER INC 401(K) PROFIT SHARING PLAN & TRUST
$2.1M · 24 participants
CARLA NATALUCCI-HALL, PSY.D., P.C.
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.
CARLA NATALUCCI-HALL, PSY.D., P.C. DEFINED BENEFIT PENSION PLAN
$2.1M · 1 participants
AVENUES TO COMMUNITY, INC.
AVENUES TO COMMUNITY, INC. RETIREMENT SAVINGS PLAN
$2.1M · 43 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