Dana Monaghan signed Willamette University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willamette University's EIN is 93-0386972.
Download the official 2024 Form 5500 (PDF) for Willamette University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willamette University's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP INC | 20-0361079 | — | CONSULTANT | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
