Willamette Valley Bank 401(k) Profit Sharing Plan
Sponsored by Willamette Valley Bank · EIN 931277376 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 122
- With balances
- 145
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $49,487 |
| Independent Retirement Consulting | Contract administrator | $9,575 |
| Mmlis | Other commissions | $0 |