Assets by plan
Share of aggregate retirement assets
Filings through .
Ferguson Wellman Capital Management, Inc.
EIN 93-0646988Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$67.5M assets
Health & Benefits
0
Participants
115
888 SW FIFTH AVE, SUITE 1200 - PORTLAND, OR 97204503-226-1444
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $67.5M assets / 115 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST
401(k)
Assets$64.5M
Participants77
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN
Cash balance
Assets$3.0M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST | 401(k) | $64.5M | 77 | 2025 |
| #002 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN | Cash balance | $3.0M | 38 | 2025 |
- #001 · 401(k) · 202577
- #002 · Cash balance · 202538
Retirement plans