Willamette View, Inc. 401(k) Retirement Plan
Sponsored by Willamette View, Inc. · EIN 930463816 · Plan #003
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 255
- With balances
- 337
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $32,925 |
| Morgan Stanley | Investment advisory (plan) | $25,860 |
| Empower Advisory Group, Llc | Investment management | $2,013 |