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Sponsor portfolio

OEA CHOICE TRUST

EIN 93-0763726-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
25
6900 SW ATLANTA STREET BLDG #2 - TIGARD, OR 97223503-495-6253LinkedIn1-10 employees
Plans on this EIN
2 filings
#001ProfitSharing-$1.0M - 13 part#002401k-$651K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • TRUST RETIREMENT PLAN (#001)61%
  • CHOICE TRUST 401(K) (#002)39%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRUST RETIREMENT PLAN (#001)13
  • CHOICE TRUST 401(K) (#002)12
Total 25Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OEA CHOICE TRUST RETIREMENT PLAN

ProfitSharing

Assets$1.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OEA CHOICE TRUST 401(K) PLAN

401k

Assets$651K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OEA CHOICE TRUST RETIREMENT PLANProfitSharing$1.0M132025
002OEA CHOICE TRUST 401(K) PLAN401k$651K122025
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