Williston Financial Group, LLC (EIN 27-1434397) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $98.1M in plan assets and 2,598 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Williston Financial Group LLC 401(k) Plan | 001 | 1,421 | $98.1M |
| Williston Financial Group Health and Welfare Plan | 501 | 1,177 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
27-1434397 is the Employer Identification Number (EIN) Williston Financial Group, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Oregon EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
