Plan Snapshot
- Plan Sponsor: Bloodworks Northwest
- Sponsor EIN: 911019655
- Sponsor Address: 921 TERRY AVENUE, SEATTLE, WA, 981041239
- Plan Type: 403(b)
- Total Participants: 611
- Total Assets: $112.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 611 | $112.0M | $0 | $4.5M |
| 2023 | 556 | $105.4M | $0 | $4.4M |
| 2022 | 519 | $93.5M | $0 | $4.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $32,225 | $30,000 | — | — | — |
| 2023 | $65,850 | $30,000 | — | $33,075 | — |
| 2022 | $74,274 | $30,000 | — | — | $44,274 |