Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UNITED WAY OF THE COLUMBIA-WILLAMETTE
EIN 93-0582124non-profit organization managementLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
119
619 SW 11TH AVE - PORTLAND, OR 972052646503-228-9131unitedway-pdx.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 119 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED WAY OF THE COLUMBIA-WILLAMETTE
401k
Assets$6.4M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
UNITED WAY OF THE COLUMBIA-WILLAMETTE
401k
Assets$254K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED WAY OF THE COLUMBIA-WILLAMETTE | 401k | $6.4M | 110 | 2025 | |
| 004 | UNITED WAY OF THE COLUMBIA-WILLAMETTE | 401k | $254K | 9 | 2025 |
Retirement plans