# Willamette Tree Wholesale 401(k) Plan
Source: https://planprovider.pro/companies/willamette-tree-wholesale-plan

> Willamette Tree Wholesale's 401(k) plan: 56 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Willamette Tree Wholesale

- **Sponsor EIN:** 931011202

- **Sponsor Address:** 3491 BROOKLAKE RD. NE, SALEM, OR, 97313

- **Plan Type:** 401(k)

- **Total Participants:** 56

- **Total Assets:** $1.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|56|$1.2M|$20,571|$94,469|

| 2023|9|$1.0M|$20,668|$93,507|

| 2022|9|$850,738|$16,724|$82,687|

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