Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF OREGON NATIVE AMERICAN CHAMBER

Name: OREGON NATIVE AMERICAN CHAMBER - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF OREGON NATIVE AMERICAN CHAMBER (2025) Form 5500
Creator: OREGON NATIVE AMERICAN CHAMBER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF OREGON NATIVE AMERICAN CHAMBER, OREGON NATIVE AMERICAN CHAMBER

OREGON NATIVE AMERICAN CHAMBEREIN 26-0302137Plan #001PY 2025

6550 S MACADAM AVE., SUITE 175 - PORTLAND, OR 972394060503-894-4525

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$347K

+80.9% from 2024

Total participants

0.0% from 2024

Average account balance

$16,523

+80.9% from 2024

Annual return

18.71%

-37.25 pp from 2024

Benchmarks

See 115,703 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort115,703 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$347K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$17K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

110.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.71%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$267

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes3D2F2T2G

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$295 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.617%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,523

$154,228-89.3%

$145,433-88.6%

$137,256-88.0%

Participation rate

89.5%

83.8%+5.7pp

82.1%+7.4pp

80.0%+9.5pp

Annual return

18.71%

74.59%-55.9pp

66.58%-47.9pp

220.34%-201.6pp

Employer contribution / active EE

$4,047

$4,804-15.8%

$4,554-11.1%

$4,156-2.6%

Participant deferral / active EE

$2,512

$8,216-69.4%

$7,897-68.2%

$6,407-60.8%

Admin fee / account holder

$267

$14,344-98.1%

$13,129-98.0%

$12,270-97.8%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF OREGON NATIVE AMERICAN CHAMBER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF OREGON NATIVE AMERICAN CHAMBER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion