Oregon Education Association 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Oregon Education Association
  • Sponsor EIN: 930243443
  • Sponsor Address: 6900 SW ATLANTA ST, PORTLAND, OR, 972232513
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 95
  • Total Assets: $16.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202395$16.5M$494,032$570,160
202288$13.8M$470,311$557,148

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