Plan Snapshot
- Plan Sponsor: Willamette Tree Wholesale
- Sponsor EIN: 931011202
- Sponsor Address: 3491 BROOKLAKE RD. NE, SALEM, OR, 97313
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 55
- Total Assets: $1.6M
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. |
|---|
| 2025 | 55 | $1.6M | $0 | $0 |
| 2024 | 56 | $1.2M | $20,571 | $94,469 |
| 2023 | 7 | $1.0M | $20,668 | $93,507 |
| 2022 | 40 | $850,738 | $16,724 | $82,687 |