Willamette University Defined Contribution Retirement Plan
Sponsored by Willamette University · EIN 930386972 · Plan #002
- Total assets
- $212M
- Net assets
- $212M
- Active participants
- 872
- With balances
- 1,426
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $86,448 |
| Multnomah Group Inc | Consulting (general), Direct payment from the plan | $7,688 |