AUMdb

Willamette Vital Health 401(k) Plan

Sponsored by Willamette Valley Hospice, Inc. · EIN 930738493 · Plan #001

Total assets
$7.3M
Net assets
$7.3M
Active participants
112
With balances
133

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
Stancorp Financial Group Recordkeeping, Direct payment from the plan $5,654
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $4,046