# Westpac Wealth Partners LLC 401(k) Plan
Source: https://planprovider.pro/companies/westpac-wealth-partners-llc-401k-plan

> Westpac Wealth Partners LLC's 401(k) plan: 46 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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