Plan Snapshot
- Plan Sponsor: North Forty Group, LLC
- Sponsor EIN: 200692521
- Sponsor Address: 2157 NORTH NORTHLAKE WAY, #220, SEATTLE, WA, 98103
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2024 | 186 | $10.6M | $765,200 | $762,881 |
| 2023 | 170 | $9.2M | $683,424 | $680,061 |
| 2022 | 139 | $7.8M | $630,479 | $643,131 |
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 |
|---|---|---|---|---|
| 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 — 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 | $48,434 | $40,765 | $3,706 | — | — |
| 2023 | $55,729 | $49,584 | $2,439 | — | — |
| 2022 | $56,012 | $47,862 | $3,570 | — | — |