Willamette Family, Inc. 403 B Retirement Plan
Sponsored by Willamette Family, Inc. · EIN 930569684 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 237
- With balances
- 150
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Lion Street Financial, Llc | Insurance agents and brokers | $4,620 |
| Nationwide | Recordkeeping, Direct payment from the plan, Custodial (other) | $2,150 |
| Ppa/Tpa | Recordkeeping | $411 |
| Ppa/Tpa | Recordkeeping | $0 |
| Nationwide | Recordkeeping, Direct payment from the plan, Custodial (other) | $0 |