Original filing (PDF)20251029103927NAL0001681554001

OPTIONS COUNSELING SERVICES OF OREGON, INC.

Name: OPTIONS COUNSELING SERVICES OF OREGON, INC. — OPTIONS COUNSELING SERVICES OF OREGON, INC. 403(B) PLAN, Form 5500 (2023)
Creator: OPTIONS COUNSELING SERVICES OF OREGON, INC.

Form 5500

FILING_RECEIVED

OPTIONS COUNSELING SERVICES OF OREGON, INC. 403(B) PLAN

403(b) retirement plan

Signals · 2

Late filing · 5.5 moNo recordkeeper disclosed

Active participants

159

Accounts w/ balance

210

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPTIONS COUNSELING SERVICES OF OREGON, INC..

Plan sponsor

Name

OPTIONS COUNSELING SERVICES OF OREGON, INC.

EIN

94-3136426

Address

360 E. 10TH AVE · STE. 450 · EUGENE, OR · 97401

Phone

(541) 687-6983

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-10-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

MCDONALD JACOBS, PC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $9.0M(93% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 000	Pooled Separate Account	$9.0M	92.8%

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