Plan Snapshot
- Plan Sponsor: Wellington House, INC.
- Sponsor EIN: 930921768
- Sponsor Address: 19520 NE SAN RAFAEL STREET, PORTLAND, OR, 97230
- Plan Type: DC
- Plan Number: 001
- Total Participants: 17
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 17 | $1.5M | $0 | $0 |
| 2024 | 20 | $1.2M | $47,168 | $0 |
| 2023 | 19 | $1.1M | $49,236 | $0 |
| 2022 | 18 | $900,000 | $47,168 | $0 |