# Board Of Trustees, Western Region N 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-western-regions-neca-401-k-plan-401k-plan

> Board Of Trustees, Western Region N's 401(k) plan: 435 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Western Region N

- **Sponsor EIN:** 330670046

- **Sponsor Address:** 1715 N ATLANTIC ST, SPOKANE, WA, 992054804

- **Plan Type:** 401(k)

- **Total Participants:** 435

- **Total Assets:** $55.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|435|$55.4M|$2.1M|$2.8M|

| 2023|443|$48.8M|$1.7M|$2.6M|

| 2022|425|$37.0M|$1.7M|$2.6M|

## 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|

| FOCUS INVESTMENT ADVISORS, INC|INVESTMENT ADVISORY-PLAN|$133,973|—|$133,973|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$23,728|—|$23,728|

| NEYART ANDERSON FLYNN & GROSBOLL|LEGAL|$16,520|—|$16,520|

| NATIONAL BENEFIT SERVICES, LLC|RECORDKEEPER|$12,403|—|$12,403|

| MILLER KAPLAN ARASE LLP|AUDIT|$9,300|—|$9,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [NATIONAL BENEFIT SERVICES, LLC](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — AUDIT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $195,924

- **Estimated Expense Ratio:** 0.354% 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|$180,649|—|—|—|—|

| 2023|$142,337|$102,332|—|$8,700|—|

| 2022|$128,006|—|—|—|$128,006|

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