Original filing (PDF)20250529101903NAL0019316370001

WILLAMETTE VIEW FOUNDATION

Name: WILLAMETTE VIEW FOUNDATION — WILLAMETTE VIEW FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: WILLAMETTE VIEW FOUNDATION

Form 5500-SF

FILING_RECEIVED

WILLAMETTE VIEW FOUNDATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLAMETTE VIEW FOUNDATION.

Plan sponsor

Name

WILLAMETTE VIEW FOUNDATION

EIN

93-0575395

Address

11226 SE 21ST AVE. · PORTLAND, OR · 97222

Phone

(971) 233-8958

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-28

Filed

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

MODESTO MANAGEMENT LLC

MODESTO MANAGEMENT LLC UNION 401(K) PLAN

$0 · 2 participants

ASCENCIA

ASCENCIA 401(K) PROFIT SHARING PLAN AND TRUST

MASSGLASS AND DOOR FACILITIES MAINTENANCE, INC.

MASSGLASS AND DOOR FACILITIES MAINTENANCE, INC. 401(K) PLAN

COMMERCIAL CUSTOM CONCEPTS, INC.

COMMERCIAL CUSTOM CONCEPTS, INC. RETIREMENT PLAN

RELOGISTICS SERVICES, LLC

RELOGISTICS 401(K) RETIREMENT PLAN