# Willamette Valley Bank 401(k) Plan
Source: https://planprovider.pro/companies/willamette-valley-bank-401k-plan

> Willamette Valley Bank's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Willamette Valley Bank

- **Sponsor EIN:** 931277376

- **Sponsor Address:** 101 HIGH ST. NE, SALEM, OR, 97301

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

- **Total Participants:** 122

- **Total Assets:** $12.1M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|122|$12.1M|$192,029|$784,598|

| 2023|149|$13.2M|$240,129|$948,035|

| 2022|177|$11.4M|$406,227|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MUN CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MUN CPAS](https://planprovider.pro/provider/mun-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$53,312|—|—|—|—|

| 2023|$50,517|—|$4,250|—|—|

| 2022|$53,833|$33,070|$17,183|—|$3,580|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/willamette-valley-bank-401k-plan)

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