Plan Snapshot
- Plan Sponsor: Bloodworks Northwest
- Sponsor EIN: 911019655
- Sponsor Address: 921 TERRY AVENUE, SEATTLE, WA, 981041239
- Plan Type: DC
- Total Participants: 841
- Total Assets: $126.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 841 | $126.8M | $4.1M | $0 |
| 2023 | 755 | $118.1M | $4.0M | $0 |
| 2022 | 694 | $104.8M | $3.7M | $0 |
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 | $6,300 | — | $6,300 |
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: $6,300
- Estimated Expense Ratio: 0.005% of plan assets
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 | $6,300 | — | — | $6,300 | — |
| 2023 | $20,683 | — | — | $18,375 | — |
| 2022 | $4,617 | — | — | — | $4,617 |