# Willamette View, INC. 401(k) Plan
Source: https://planprovider.pro/companies/willamette-view-inc-401k-plan

> Willamette View, INC.'s 401(k) plan: 255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Willamette View, INC.

- **Sponsor EIN:** 930463816

- **Sponsor Address:** 13021 SE RIVER ROAD, PORTLAND, OR, 97222

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

- **Total Participants:** 255

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|255|$11.0M|$313,628|$721,740|

| 2023|239|$9.3M|$304,997|$646,131|

| 2022|225|$8.3M|$258,915|$623,485|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$32,925|—|$32,925|

| MORGAN STANLEY|INVESTMENT ADVISOR|$25,860|—|$25,860|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,785

- **Estimated Expense Ratio:** 0.536% of plan assets

### 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|$60,798|$27,873|—|—|—|

| 2023|$57,492|$27,395|—|—|—|

| 2022|$56,629|$27,465|$29,164|—|—|

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