# New Directions Northwest, INC. 403(b) Plan
Source: https://planprovider.pro/companies/new-directions-northwest-inc-plan

> New Directions Northwest, INC.'s 403(b) plan: 143 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New Directions Northwest, INC.

- **Sponsor EIN:** 930569254

- **Sponsor Address:** 3425 13TH STREET, BAKER CITY, OR, 978141005

- **Plan Type:** 403(b)

- **Total Participants:** 143

- **Total Assets:** $4.2M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|143|$4.2M|$0|$0|

| 2023|262|$3.3M|$0|$0|

## 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|

| POULSEN VAN LEUVEN CATMULL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [POULSEN VAN LEUVEN CATMULL](https://planprovider.pro/provider/poulsen-vanleuven-and-catmull-pa) — Auditor

## 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|$1,919|—|$1,919|—|—|

| 2023|$712|—|$712|—|—|

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