Plan Snapshot
- Plan Sponsor: Lifeworks Nw
- Sponsor EIN: 930502822
- Sponsor Address: 5415 SW WESTGATE DR, PORTLAND, OR, 97221
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 543
- Total Assets: $28.8M
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. |
|---|
| 2023 | 543 | $28.8M | $1.2M | $1.7M |
| 2022 | 562 | $25.3M | $1.3M | $1.8M |