Plan Snapshot
- Plan Sponsor: National Food Nw, LLC
- Sponsor EIN: 872232169
- Sponsor Address: 728 134TH ST SW STE 103, EVERETT, WA, 98204
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 146
- Total Assets: $18,480
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 146 | $18,480 | $0 | $0 |
| 2024 | 137 | $34,381 | $1.9M | $238,328 |
| 2023 | 140 | $37,759 | $1.6M | $218,833 |
| 2022 | 123 | $2,879 | $23,989 | $4,475 |
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 |
|---|---|---|---|---|
| UMR, INC | Other Service Provider | $51,677 | — | $51,677 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,677
- Estimated Expense Ratio: 279.637% 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 |
|---|---|---|---|---|---|
| 2025 | $1,772,385 | — | $51,678 | — | — |
| 2024 | $46,249 | — | $46,249 | — | — |
| 2023 | $36,388 | — | $36,388 | — | — |
| 2022 | $6,661 | — | $6,661 | — | — |