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  2. Umpqua Valley Financial

Filings through Oct 24, 2026.

Sponsor portfolio

Umpqua Valley Financial

EIN 82-5425527-accounting-Latest filing 2025
Plans
1
Retirement
1
$701K assets
Welfare
0
Participants
23
171 NE EXCHANGE AVE - ROSEBURG, OR 97470541-677-8100uvfinancial.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filing
#001401(k)-$701K - 23 part

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Retirement#001

UMPQUA VALLEY FINANCIAL 401(K) P/S PLAN

401(k)

Assets$701K
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UMPQUA VALLEY FINANCIAL 401(K) P/S PLAN401(k)$701K232025
Retirement plans
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