Sponsor portfolio
WESTPAC WEALTH PARTNERS LLC
EIN 46-2553141Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
61
5 CENTERPOINTE DR STE 220 - LAKE OSWEGO, OR 970358620619-684-6401
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WESTPAC WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.2M | 61 | 2024 |
Retirement plans