Sponsor portfolio
WILLAMETTE WEALTH PARTNERS, LLC
EIN 84-3800550financial servicesLatest filing 2025
Plans
1
Retirement
1
$922K assets
Welfare
0
Participants
4
895 COUNTRY CLUB RD, SUITE A150 - EUGENE, OR 97401541-343-1420willamettewealth.comLinkedIn1-10 employeesfinancial services
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 | BIELEFELDT FINANCIAL MGT INC 401(K) PLAN | 401k | $922K | 4 | 2025 |
Retirement plans