# Eye Health Northwest, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/eye-health-northwest-p-c-401k-plan

> Eye Health Northwest, P.C.'s 401(k) plan: 473 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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