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Oregon City Public Schools

The Vanguard Group
(aka: Vanguard)

This Vendor Page has not been approved by The Vanguard Group,
but the information provided should be useful to you.

The Vanguard Group (aka: Vanguard) - General Status


TRANSACTION PROCESSING ALERT:

The Vanguard Group requires original transaction documents be delivered to them via mail. Vanguard does not accept fax copies, secure file exchange over the web, or documents attached to email messages. Completed and signed documents should be sent to the following addresses:

By registered, certified, or overnight mail:
The Vanguard Group
400 Devon Park Drive
Wayne, PA 19087-1815

By U.S. mail:
The Vanguard Group
P.O. Box 1101
Valley Forge, PA 19482-1101


Vanguard can forward employees partially completed Account Application that may be submitted electronically. This can be obtained by calling Vanguard. Please note: Vanguard does NOT require Plan Administrator signature to open 403(b) accounts for this plan.

The Vanguard Group (aka: Vanguard) Web Homepage

Vanguard Homepage may be accessed here .

Product Information

Click the link(s) below for information on Vanguard investment products:

Fee Information

Click the link(s) below for information on the fees associated with Vanguard accounts:

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403(b) Investment Options

Vanguard offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)
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Roth 403(b) Contribution Policy

Vanguard does NOT accept Roth 403(b) contributions.

Marketing Information

Investment products of Vanguard are marketed using the following approaches:

  • End of List Declared by Vanguard

Helpful Employee Resources

Vanguard has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Vanguard provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Vanguard, please visit our General The Vanguard Group Page.

Vendor Page Maintainance

Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.

 

The Vanguard Group (aka: Vanguard) - Oregon City Status

Oregon City School District has entered into Direct ISA with The Vanguard Group.

The Vanguard Group Plan Number

When contacting Vanguard or its local contacts, have ready your Oregon City - The Vanguard Group GROUP NUMBER: 10108391

Oregon City EIN

When contacting Vanguard or its local contacts, you may require the Oregon City EIN: 936000264

Oregon City Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Vanguard on Oregon City list of authorized vendors.

  • 403(b) Customer Service (Participants and Plan Sponsors) - 1-800-962-5068

Request Additional Information from The Vanguard Group

Contact Vanguard directly if you have additional questions about Vanguard products or services.

Information Sharing Agreement, If Applicable

The Vanguard Group has signed a Direct Information Sharing Agreement with Oregon City and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Oregon City 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

Oregon City requires a minimum monthly contribution of $25.00. Some Vendors may require minimum amounts higher than this while others may not (see below).

Vendor Minimum Contribution

The Vanguard Group does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

The Vanguard Group has supplied the following forms which may be PDFs or online submittals:

Please contact Vanguard to request any other type of forms you might need.

Oregon City Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Oregon City 403(b) Plan and much more on the Oregon City Information Page, available by clicking here.