Plan Snapshot
- Plan Sponsor: Eye Health Northwest, P.C.
- Sponsor EIN: 931014730
- Sponsor Address: 11086 SE OAK STREET, MILWAUKIE, OR, 97222
- Plan Type: 401(k)
- Total Participants: 473
- Total Assets: $92.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 473 | $92.9M | $3.2M | $2.7M |
| 2023 | 443 | $83.9M | $2.9M | $2.4M |
| 2022 | 381 | $71.6M | $2.6M | $2.0M |
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 |
|---|---|---|---|---|
| ALDRICH WEALTH LIMITED PARTNERSHIP | INVESTMENT ADVISOR | $61,401 | — | $61,401 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $38,297 | — | $38,297 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $29,192 | — | $29,192 |
| 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: $128,890
- Estimated Expense Ratio: 0.139% 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 | $113,396 | $91,578 | — | — | — |
| 2023 | $96,185 | $83,827 | — | — | — |
| 2022 | $33,996 | $23,643 | $10,353 | — | — |