Schwabe, Williamson & Wyatt, P.c. 401(k) Plan: Login, Facts & Contact Information

Schwabe, Williamson & Wyatt, P.c. 401(k) Plan Facts

Plan name
SCHWABE, WILLIAMSON & WYATT, P.C. 401(K) PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SCHWABE, WILLIAMSON & WYATT, P.C.
Participants
506 (311 active employees)
Former employees with a balance
193
Plan assets
$156,193,498 at Dec 31, 2024
Average account balance
$314,906 across 496 accounts
Employer contributions
$3,207,527 in plan year 2024 (43% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1968
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.42 million went into the plan in contributions, $3.21 million of it from the employer (43%).
  • $22.4 million was paid out to participants.
  • Investment and other income added $18.2 million.
  • Administrative expenses were $56,371, about $114 per account.

How the Schwabe, Williamson & Wyatt, P.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019491$128.8 million$2.96 million$7.90 million
2020513$147.4 million$3.18 million$5.60 million
2021505$165.1 million$3.15 million$7.52 million
2022508$134.2 million$3.18 million$11.4 million
2023492$153.0 million$3.16 million$8.79 million
2024506$156.2 million$3.21 million$22.4 million

Schwabe, Williamson & Wyatt, P.c. 401(k) Contact Information

Phone
503-222-9981
Mailing address
1211 SW FIFTH AVE, SUITE 1900 PACWEST CENTER, PORTLAND OR 97204
Plan sponsor
SCHWABE, WILLIAMSON & WYATT, P.C.
Employer identification number (EIN)
93-1130272
Plan number
001

Questions about the Schwabe, Williamson & Wyatt, P.c. 401(k)

Does Schwabe, Williamson & Wyatt, P.c contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $3.21 million in employer contributions for plan year 2024.

Does the Schwabe, Williamson & Wyatt, P.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Schwabe, Williamson & Wyatt, P.c 401(k) plan?

506 participants at the start of plan year 2024, 311 of them active employees, and 193 former employees who still had money in the plan.

What is the average 401(k) balance at Schwabe, Williamson & Wyatt, P.c?

About $314,906 per account: $156.2 million in plan assets across 496 accounts with a balance at the end of plan year 2024.

Who manages the Schwabe, Williamson & Wyatt, P.c 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Schwabe, Williamson & Wyatt, P.c. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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