Carruth Compliance Consulting

     Retirement Readiness      For Employees      For Employers      For Vendors      About Us      Contact Us 

Skip Navigation Links.

Oregon City Public Schools

The Vanguard Group (administered by Newport Trust)

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

The Vanguard Group (administered by Newport Trust) - General Status

Vanguard 403(b) products are serviced by Newport Trust as of 11/3/2017. Please note that the website addresses and phone numbers for Vanguard 403(b) accountholders were updated. Please refer to the phone numbers and links provided on this page.

The Vanguard Group (administered by Newport Trust) Web Homepage

Vanguard (administered by Newport Trust) Homepage may be accessed here .

Product Information

Click the link(s) below for information on Vanguard (administered by Newport Trust) investment products:

Fee Information

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

403(b) Investment Options

Vanguard (administered by Newport Trust) offers the following type(s) of 403(b) investment option:

  • 403(b)(7) Custodial Mutual Funds (No-Load)
  • End of List

Roth 403(b) Contribution Policy

Vanguard (administered by Newport Trust) accepts Roth 403(b) contributions as of January 1, 2006. However, in rare cases some vendors (e.g., Fidelity Investments) require electronic funds transfer (EFT) to accept Roth contributions, so some employers that allow Roth 403(b) Contributions will not remit Roth contributions to such vendors.

Marketing Information

Investment products of Vanguard (administered by Newport Trust) are marketed using the following approaches:

Helpful Employee Resources

Vanguard (administered by Newport Trust) 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 (administered by Newport Trust) 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 (administered by Newport Trust), please visit our General The Vanguard Group (administered by Newport Trust) 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 (administered by Newport Trust) - Oregon City Status

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

The Vanguard Group (administered by Newport Trust) Plan Number

When contacting Vanguard (administered by Newport Trust) or its local contacts, have ready your Oregon City - The Vanguard Group (administered by Newport Trust) PLAN OR GROUP NUMBER: V10108391

Oregon City EIN

When contacting Vanguard (administered by Newport Trust) 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 (administered by Newport Trust) on Oregon City list of authorized vendors.

  • 403(b) Customer Service For Participants - 1-844-859-0275

Request Additional Information from The Vanguard Group (administered by Newport Trust)

Contact Vanguard (administered by Newport Trust) directly if you have additional questions about Vanguard (administered by Newport Trust) products or services.

Information Sharing Agreement, If Applicable

The Vanguard Group (administered by Newport Trust) 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 (administered by Newport Trust) does not require any monthly contribution amount .

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.