Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
EIN 93-0646988Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$67.5M assets
Welfare
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 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#001
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST
401k
Assets$64.5M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. PROFIT SHARING TRUST | 401k | $64.5M | 77 | 2025 | |
| 002 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $3.0M | 38 | 2025 |
Retirement plans