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Original filing (PDF)20260113154900NAL0016691299001
OREGON STATE UNIVERSITY FOUNDATION
Form 5500
FILING_RECEIVED
OSU FOUNDATION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
157
Accounts w/ balance
234
Plan assets (EOY)
$49.4M
Net assets (EOY)
$49.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OREGON STATE UNIVERSITY FOUNDATION.
Plan sponsor
Name
OREGON STATE UNIVERSITY FOUNDATION
EIN
93-6022772
Address
4238 SW RESEARCH WAY · CORVALLIS, OR · 97333
Phone
(541) 737-4218
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JONES & ROTH, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $845 | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
Investments
24 direct securities· $49.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Large-Cap GR Idx Instl | — | — | — | $7.4M | 15.0% | |
| Vanguard Target Retirement 2070 Fund ** 402 Vanguard 500 Index FD ADM | — | — | — | $7.2M | 14.6% | |
| Vanguard Mid Cap Index FD ADM | — | — | — | $4.7M | 9.6% | |
| MFS Intl Diversification CL R6 | — | — | — | $4.5M | 9.2% | |
| Vanguard Equity Income FD Admiral SHS | — | — | — | $4.5M | 9.0% | |
| JPMorgan Core Plus BD R6 | — | — | — | $4.0M | 8.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.2M | 6.4% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.8M | 3.7% | |
| Lord Abbett Short Dur Income CL R6 | — | — | — | $1.8M | 3.6% | |
| Vanguard Small Cap Growth Index ADMI | — | — | — | $1.4M | 2.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.4M | 2.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.3M | 2.6% | |
| Vanguard Small Cap Value Index ADMIR | — | — | — | $1.1M | 2.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.1M | 2.1% | |
| Dodge & Cox Balanced FD | — | — | — | $795K | 1.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $680K | 1.4% | |
| Vanguard Mid Cap Growth Index ADMI | — | — | — | $632K | 1.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $496K | 1.0% | |
| Cash equivalents * Schwab Retirement Govt Money Fund | — | — | — | $452K | 0.9% | |
| Registered investment companies Cohen & Steers Realty Shares | — | — | — | $285K | 0.6% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $274K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $161K | 0.3% | |
| Vanguard Target Retirement INCM INV | — | — | — | $152K | 0.3% | |
| PIMCO INCM FD INST CL | — | — | — | $9K | <0.1% |
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