Back to filter
Original filing (PDF)20250827145948NAL0016685696001
WILLAMETTE WORKFORCE PARTNERSHIP
Form 5500-SF
FILING_RECEIVED
WILLAMETTE WORKFORCE PARTNERSHIP 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
15
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLAMETTE WORKFORCE PARTNERSHIP.
Plan sponsor
Name
WILLAMETTE WORKFORCE PARTNERSHIP
EIN
26-0172758
Address
626 HIGH STREET NE · SUITE 305 · SALEM, OR · 97301
Phone
(503) 581-1002
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Admin Support & Waste Mgmt plans
PHARMACY TEMPS, INC. DBA NOR-CAL MEDICAL TEMPS
NOR-CAL 401(K) PLAN
$1.3M · 8 participants
SHARES, INC.
SHARES, INC. 403B PLAN
$1.3M · 107 participants
THE MEGA FORCE STAFFING GROUP, INC. AND AFFILIATES
THE MEGA FORCE STAFFING GROUP, INC. & AFFILIATES 401(K) PLAN
$1.3M · 186 participants
JDG ASSOCIATES, LTD
JDG ASSOCIATES LTD. PROFIT SHARING PLAN
$1.3M · 6 participants
ROGER MILLER ENTERPRISES, INC.
ROGER MILLER ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.3M · 3 participants
NATIONAL SOURCING INC
NATIONAL SOURCING INC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 104 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B