Carruth Compliance Consulting

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

    Login   
Skip Navigation Links.



Woodburn Schools

The Vanguard Group

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

The Vanguard Group - General Status

Vanguard 403(b) products are serviced by Newport Trust as of 11/3/2017. Additional information can be found on the CCC Important News Page.

The Vanguard Group 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:

403(b) Investment Options

Vanguard 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 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 are marketed using the following approaches:

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 - Woodburn Status

A Direct ISA is in place between Woodburn and Vanguard.

The Vanguard Group Plan Number

When contacting Vanguard or its local contacts, have ready your Woodburn - The Vanguard Group PLAN OR GROUP NUMBER: V10062716

Woodburn EIN

When contacting Vanguard or its local contacts, you may require the Woodburn EIN: 936000798

Woodburn 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 Woodburn list of authorized vendors.

  • 403(b) Customer Service (Participants and Plan Sponsors) - 1-844-859-0275

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 Woodburn and is eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Woodburn 403(b) accounts. You may view that Signed Document here: Direct-ISA (pdf).

Employer Minimum Contribution

Woodburn does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

The Vanguard Group does not require any monthly contribution amount .

Woodburn Vendor Information Page

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