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Original filing (PDF)20250903114805NAL0015343073001
WILLAMETTE VIEW, INC.
Form 5500
FILING_RECEIVED
WILLAMETTE VIEW, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
255
Accounts w/ balance
337
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 91% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLAMETTE VIEW, INC..
Plan sponsor
Name
WILLAMETTE VIEW, INC.
EIN
93-0463816
Address
13021 SE RIVER ROAD · PORTLAND, OR · 97222
Phone
(503) 652-7354
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
27 direct securities· $11.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Registered Investment Company | — | — | — | $1.2M | 11.0% | |
| Principal Midcap Inst Registered Investment Company | — | — | — | $973K | 8.9% | |
| Vanguard Target Retirement Income Inv Registered Investment Company | — | — | — | $922K | 8.4% | |
| Vanguard Target Retirement 2025 Inv Registered Investment Company | — | — | — | $803K | 7.3% | |
| Vanguard Target Retirement 2030 Inv Registered Investment Company | — | — | — | $775K | 7.1% | |
| Vanguard Target Retirement 2050 Inv Registered Investment Company | — | — | — | $742K | 6.8% | |
| Vanguard Target Retirement 2040 Inv Registered Investment Company | — | — | — | $716K | 6.5% | |
| Vanguard Target Retirement 2035 Inv Registered Investment Company | — | — | — | $678K | 6.2% | |
| Blackrock Global Allocation Instl Registered Investment Company | — | — | — | $672K | 6.1% | |
| Vanguard Target Retirement 2045 Inv Registered Investment Company | — | — | — | $615K | 5.6% | |
| Hartford Core Equity R6 Registered Investment Company | — | — | — | $448K | 4.1% | |
| Vanguard Target Retirement 2020 Inv Registered Investment Company | — | — | — | $434K | 4.0% | |
| Vanguard Target Retirement 2055 Inv Registered Investment Company | — | — | — | $304K | 2.8% | |
| Mfs International Intrinsic Value R6 Registered Investment Company | — | — | — | $250K | 2.3% | |
| State Street Global Eq Ex-Us Index K Registered Investment Company | — | — | — | $206K | 1.9% | |
| Cohen & Steers Realty Shares L Registered Investment Company | — | — | — | $198K | 1.8% | |
| Blackrock Adv Small Cap Core Instl Registered Investment Company | — | — | — | $178K | 1.6% | |
| Dodge & Cox Income - I Registered Investment Company | — | — | — | $176K | 1.6% | |
| EI Fixed Account Guaranteed Investment Contract | — | — | — | $144K | 1.3% | |
| Vanguard Total Bond Market Index Admiral Registered Investment Company | — | — | — | $140K | 1.3% | |
| Vanguard Target Retirement 2060 Inv Registered Investment Company | — | — | — | $101K | 0.9% | |
| 9.50%, maturing through August 2029 -0- | — | — | — | $98K | 0.9% | |
| Vanguard Target Retirement 2065 Inv Registered Investment Company | — | — | — | $54K | 0.5% | |
| Blackrock High Yield Bond Instl Registered Investment Company | — | — | — | $42K | 0.4% | |
| Vanguard Target Retirement 2070 Inv Registered Investment Company | — | — | — | $36K | 0.3% | |
| Pimco Real Return Instl Registered Investment Company | — | — | — | $34K | 0.3% | |
| Janus Henderson Balanced I Registered Investment Company | — | — | — | $17K | 0.2% |
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