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LOWER COLUMBIA ESTUARY PARTNERSHIP — LOWER COLUMBIA ESTUARY PARTNERSHIP RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250815074051NAL0012587136001
LOWER COLUMBIA ESTUARY PARTNERSHIP
Form 5500-SF
FILING_RECEIVED
LOWER COLUMBIA ESTUARY PARTNERSHIP RETIREMENT PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
37
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
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
LOWER COLUMBIA ESTUARY PARTNERSHIP
.
Find decision makers
Plan sponsor
Name
LOWER COLUMBIA ESTUARY PARTNERSHIP
EIN
93-1249298
Address
400 NE 11TH AVE. · PORTLAND, OR · 972322714
Phone
(503) 226-1565
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
2025-08-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
SEMINOLE BOOSTERS, INC.
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$4.6M · 63 participants
GOVERNORS ISLAND CORPORATION
GOVERNORS ISLAND CORPORATION 403(B) PLAN
$4.6M · 55 participants
WISCONSIN AUTOMOBILE AND TRUCK DEALERS ASSOCIATION, INC.
WATDA RETIREMENT PLAN
$4.6M · 15 participants
UNITED STATES SOCCER FOUNDATION, INC.
U.S. SOCCER FOUNDATION 401K PLAN
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BOYS & GIRLS CLUBS OF CENTRAL SONOMA COUNTY
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BOYS & GIRLS CLUBS OF CENTRAL SONOMA COUNTY 401(K) RETIREMENT PLAN
$4.6M · 44 participants
EARTHWORKS
EARTHWORKS 403(B) PLAN
$4.6M · 37 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
