Plan Snapshot
- Plan Sponsor: Northwest Aerospace Technologies, INC.
- Sponsor EIN: 911776817
- Sponsor Address: 415 RIVERSIDE ROAD, EVERETT, WA, 982011278
- Plan Type: 401(k)
- Total Participants: 224
- Total Assets: $38.2M
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 | 224 | $38.2M | $956,871 | $1.7M |
| 2023 | 185 | $29.7M | $744,626 | $1.5M |
| 2022 | 129 | $24.3M | $624,144 | $1.2M |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | NONE | $65,132 | — | $65,132 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $10,011 | — | $10,011 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $8,409 | — | $8,409 |
| DEFINITI LLC | NONE | $5,368 | — | $5,368 |
| DWYER, PEMBERTON & COULSON, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DWYER, PEMBERTON & COULSON, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,920
- Estimated Expense Ratio: 0.233% 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 |
|---|---|---|---|---|---|
| 2024 | $90,931 | $73,541 | $5,368 | — | — |
| 2023 | $91,168 | $50,034 | $25,195 | — | — |
| 2022 | $95,831 | $54,305 | $36,484 | — | — |