Plan Snapshot
- Plan Sponsor: Education Northwest
- Sponsor EIN: 930553346
- Sponsor Address: 811 SW 6TH AVE., STE 1000, PORTLAND, OR, 972041345
- Plan Type: 403(b)
- Total Participants: 77
- Total Assets: $70.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 77 | $70.5M | $1.1M | $476,266 |
| 2023 | 76 | $66.5M | $1.0M | $456,186 |
| 2022 | 89 | $61.1M | $993,659 | $394,167 |
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 |
|---|---|---|---|---|
| MCDONALD JACOBS, P.C. | Auditor | $15,200 | — | $15,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCDONALD JACOBS, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,200
- Estimated Expense Ratio: 0.022% 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 | $88,804 | $33,415 | $40,189 | $15,200 | — |
| 2023 | $83,933 | $32,600 | $34,633 | $16,700 | — |
| 2022 | $102,127 | $64,000 | $30,627 | — | — |