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UNIVERSITY OF OREGON FOUNDATION — UNIVERSITY OF OREGON FOUNDATION 403B RET PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250415092653NAL0005555712001
UNIVERSITY OF OREGON FOUNDATION
Form 5500-SF
FILING_RECEIVED
UNIVERSITY OF OREGON FOUNDATION 403B RET PLAN
403(b) retirement plan
Active participants
39
Accounts w/ balance
68
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
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
UNIVERSITY OF OREGON FOUNDATION
.
Find decision makers
Plan sponsor
Name
UNIVERSITY OF OREGON FOUNDATION
EIN
93-6015767
Address
1720 EAST 13TH AVE · SUITE 410 · EUGENE, OR · 974032253
Phone
(541) 302-0300
Industry
Educational Services
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
2025-04-15
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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