United Way Of The Columbia-Willamette DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: United Way Of The Columbia-Willamette
  • Sponsor EIN: 930582124
  • Sponsor Address: 619 SW 11TH AVE, PORTLAND, OR, 972052646
  • Plan Type: DC
  • Total Participants: 51
  • Total Assets: $7.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202451$7.0M$99,858$202,057
202349$6.5M$80,665$209,021
202244$5.5M$78,446$178,068

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