How big is Willamette Wealth Partners, LLC's plan?

Willamette Wealth Partners, LLC's plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20251013102456NAL0002465474001

Willamette Wealth Partners, LLC

Name: Willamette Wealth Partners, LLC — Bielefeldt, Form 5500 (2024)
Creator: Willamette Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bielefeldt Financial MGT Inc. 401(k) Plan

401(k) retirement plan · Willamette Wealth Partners, LLC's Bielefeldt Financial MGT Inc. 401(k) Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Willamette Wealth Partners, LLC's EIN is 84-3800550.

EIN 84-3800550

Plan number 001

Plan year 2024

ACK ID 20251013102456NAL0002465474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Willamette Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Willamette Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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