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Original filing (PDF)20251009182804NAL0007435905002
OREGON STATE UNIVERSITY FOUNDATION
Form 5500-SF
FILING_RECEIVED
OSU FOUNDATION 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
184
Accounts w/ balance
103
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
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.
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
(800) 354-7281
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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 providersRelated plans
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