How big is Willamette Partnership's plan?

Willamette Partnership's plan reported $1.5M in assets and 13 participants for 2025.

Original filing (PDF)20260504124030NAL0007769794001

Willamette Partnership

Name: Willamette Partnership — Willamette Partnership, Form 5500 (2025)
Creator: Willamette Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willamette Partnership 401(k) Plan

401(k) retirement plan · Willamette Partnership's Willamette Partnership 401(k) Plan held $1.5M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

ERIN LEGG signed Willamette Partnership's 2025 Form 5500 as plan administrator.

ERIN LEGG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Willamette Partnership's EIN is 33-1103430.

EIN 33-1103430

Plan number 001

Plan year 2025

ACK ID 20260504124030NAL0007769794001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Willamette Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Willamette Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLAMETTE PARTNERSHIP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

WILLAMETTE PARTNERSHIP

EIN

all filings

Address

1300 SE STARK ST., STE 210 · PORTLAND, OR · 97214

Phone

(317) 695-9722

Industry

Professional & Technical Services

Plan administrator