OpenERISA

Ferguson Wellman Capital Management, INC.

Portland, OR, 97204

EIN 93-0646988
Plans
2
Total participants
557
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in OregonFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Ferguson Wellman Capital Management, INC. Profit Sharing Trust66
2025Form 5500-SF002Ferguson Wellman Capital Management, INC. Cash Balance Plan38
2024Form 5500-SF001Ferguson Wellman Capital Management, INC. Profit Sharing Trust61
2024Form 5500-SF002Ferguson Wellman Capital Management, INC. Cash Balance Plan38
2023Form 5500-SF001Ferguson Wellman Capital Management, INC. Profit Sharing Trust60
2023Form 5500-SF002Ferguson Wellman Capital Management, INC. Cash Balance Plan39
2022Form 5500-SF001Ferguson Wellman Capital Management, INC. Profit Sharing Trust59
2022Form 5500-SF002Ferguson Wellman Capital Management, INC. Cash Balance Plan31
2021Form 5500-SF001Ferguson Wellman Capital Management, INC. Profit Sharing Trust55
2021Form 5500-SF002Ferguson Wellman Capital Management, INC. Cash Balance Plan31
2020Form 5500-SF001Ferguson Wellman Capital Management, INC. Profit Sharing Trust49
2020Form 5500-SF002Ferguson Wellman Capital Management, INC. Cash Balance Plan30

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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