Search public Form 5500 filings

13 results

Companies

companyOptions For Southern Oregon, Inc.
EIN: 93-0804385Location: ORPlans: 2Latest: 2023

planOptions For Southern Oregon, Inc. 403(B) PlanFinancial statementProvider compensation2023 filing
Sponsor: Options For Southern Oregon, Inc.EIN: 93-0804385Plan: 001Participants: 643Assets: $24,061,026Location: Grant Pass, ORLatest: 2023
planOptions For Southern Oregon, Inc.2023 filing
Sponsor: Options For Southern Oregon, Inc.EIN: 93-0804385Plan: 501Participants: 434Assets: not reported in the loaded datasetLocation: Grants Pass, ORLatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Options For Southern Oregon, Inc. 403(B) Plan
Sponsor: Options For Southern Oregon, Inc.EIN: 93-0804385Plan: 001Ack ID: 20250407155934NAL0009424819001
filing2023 Form 5500 — Options For Southern Oregon, Inc.
Sponsor: Options For Southern Oregon, Inc.EIN: 93-0804385Plan: 501Ack ID: 20241008111323NAL0029634352001