OpenERISA

Westpac Wealth Partners LLC

Lake Oswego, OR, 970358620

EIN 46-2553141
Plans
1
Total participants
178
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210
Plan sponsors in OregonFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust46
2023Form 5500-SF001Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust42
2022Form 5500-SF001Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust36
2021Form 5500-SF001Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust30
2020Form 5500-SF001Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust24

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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