Don Mason signed Willamette Valley Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Willamette Valley Bank's EIN is 93-1277376.
Download the official 2024 Form 5500 (PDF) for Willamette Valley Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Willamette Valley Bank's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 20-3691708 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | 04-2746212 | SPRINGFIELD, OR | BROKER/ADVISOR | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT RETIREMENT CONSULTING | 90-0451904 | — | CONTRACT ADMIN | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $2.3M | 19.0% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.1M | 17.7% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $2.1M | 17.7% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $1.7M | 14.5% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $1.0M | 8.4% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $801K | 6.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $668K | 5.5% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $668K | 5.5% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $332K | 2.7% | |
| IShares S&P 500 Index K | Common Collective Trusts | — | — | $261K | 2.2% | |
| LARGE CAP VALUE I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $251K | 2.1% | |
| LARGE CAP VALUE I EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $251K | 2.1% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $245K | 2.0% | |
| Notes Receivable From Participants * Notes receivable from participants Interest rates 4.25% - 9.50% | Bonds / Notes | — | — | $236K | 2.0% | |
| Investment Contracts * MassMutual Capital Preservation Account | Other securities | — | — | $190K | 1.6% | |
| MFS MID CAP VALUE FUND EMPOWER INSURANCE ANNUITY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $154K | 1.3% | |
| MFS MID CAP VALUE FUND EMPOWER INSURANCE ANNUITY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $154K | 1.3% | |
| HIGH YIELD BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $153K | 1.3% | |
| American Funds New World R6 | Mutual Funds | — | — | $147K | 1.2% | |
| IShares U.S. Aggregate Bond Index K | Other securities | — | — | $134K | 1.1% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $125K | 1.0% | |
| Fidelity Advisor Strategic Income Z | Mutual Funds | — | — | $120K | 1.0% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $118K | 1.0% | |
| MFS INTNL GROWTH EQUITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $118K | 1.0% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $116K | 1.0% | |
| JPMorgan Small Cap Growth R6 | Other securities | — | — | $93K | 0.8% | |
| IShares MSCI EAFE International Index K | Other securities | — | — | $83K | 0.7% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $63K | 0.5% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $63K | 0.5% | |
| INTERNATIONAL BOND PLUS/PIMCO FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $58K | 0.5% | |
| AMCENTURY SMALL CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $56K | 0.5% | |
| AMCENTURY SMALL CAP VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $56K | 0.5% | |
| IShares Russell 2000 Small-Cap Index K | Common Collective Trusts | — | — | $56K | 0.5% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $51K | 0.4% | |
| IShares Russell Mid-Cap Index K | Other securities | — | — | $49K | 0.4% | |
| American Funds Smallcap World R6 | Mutual Funds | — | — | $33K | 0.3% | |
| T. ROWE US MID CAP GRW EQTY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $29K | 0.2% | |
| Dimensional Fund Advisors Real Estate Securities | Mutual Funds | — | — | $26K | 0.2% | |
| Columbia Overseas Value Istl 3 | Other securities | — | — | $26K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $25K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $25K | 0.2% | |
| INDEXSELECT MODERATE 2035 FUND CL GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $21K | 0.2% | |
| INDEXSELECT MODERATE 2035 FUND CL GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $21K | 0.2% | |
| INDEXSELECT CONSERVATIVE RET FUND GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $17K | 0.1% | |
| MassMutual Inf-Prot And Inc I | Common Stocks | — | — | $11K | <0.1% | |
| MassMutual US Government Money Market Fund | Cash / Money Market | — | — | $10K | <0.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1K | <0.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $1K | <0.1% |
