Plan Snapshot
- Plan Sponsor: Westpac Wealth Partners LLC
- Sponsor EIN: 462553141
- Sponsor Address: 5 CENTERPOINTE DR STE 220, LAKE OSWEGO, OR, 970358620
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 46 | $3.2M | $96,340 | $215,805 |
| 2023 | 48 | $2.2M | $112,781 | $349,497 |
| 2022 | 38 | $1.5M | $77,576 | $188,407 |