Plan Snapshot
- Plan Sponsor: Keiro Northwest
- Sponsor EIN: 510172382
- Sponsor Address: 700 6TH AVE S, SEATTLE, WA, 981043826
- Plan Type: 403(b)
- Total Participants: 62
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 62 | $3.7M | $37,352 | $182,958 |
| 2023 | 63 | $3.4M | $40,866 | $166,300 |
| 2022 | 60 | $3.1M | $33,954 | $145,413 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $30,396 | — | $30,396 | — | — |
| 2023 | $27,377 | — | $27,377 | — | — |
| 2022 | $29,785 | — | $29,785 | — | — |