Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
W.P.E., INC.
EIN 93-0628213Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
134
2715 SE RAYMOND STREET - PORTLAND, OR 97202503-234-0707
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 134 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#002
W.P.E., INC. 401(K) RETIREMENT PLAN
401k
Assets$2.4M
Participants61
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
W.P.E., INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.6M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | W.P.E., INC. 401(K) RETIREMENT PLAN | 401k | $2.4M | 61 | 2025 | |
| 003 | W.P.E., INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.6M | 73 | 2025 |
Retirement plans