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THE LIBRARY FOUNDATION, INC. SERVING THE PEOPLE OF MULTNOMAH COUNTY — THE LIBRARY FOUNDATION 403B COMBINED PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260112180934NAL0014890944001
THE LIBRARY FOUNDATION, INC. SERVING THE PEOPLE OF MULTNOMAH COUNTY
Form 5500-SF
FILING_RECEIVED
THE LIBRARY FOUNDATION 403B COMBINED PLAN
403(b) retirement plan
Active participants
11
Accounts w/ balance
21
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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
THE LIBRARY FOUNDATION, INC. SERVING THE PEOPLE OF MULTNOMAH COUNTY
.
Find decision makers
Plan sponsor
Name
THE LIBRARY FOUNDATION, INC. SERVING THE PEOPLE OF MULTNOMAH COUNTY
DBA
THE LIBRARY FOUNDATION, INC.
EIN
93-1190983
Address
620 SW 5TH AVE STE 1025 · PORTLAND, OR · 972041437
Phone
(503) 223-4008
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
2024-07-01
Tax period
2025-06-30
Filed
2026-01-12
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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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.
SUN CITY LINCOLN HILLS COMMUNITY
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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
