Plan Snapshot
- Plan Sponsor: Northwest Employees Retirement Plan
- Sponsor EIN: 916028574
- Sponsor Address: PO BOX 34203, SEATTLE, WA, 981241203
- Plan Type: DC
- Total Participants: 443
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 443 | $12.2M | $1.5M | $0 |
| 2023 | 525 | $11.8M | $1.6M | $0 |
| 2022 | 541 | $9.8M | $1.7M | $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 |
|---|---|---|---|---|
| WELFARE AND PENSION ADMIN SERVICES | NONE | $57,166 | — | $57,166 |
| BANK OF AMERICA, N.A. | NONE | $46,062 | — | $46,062 |
| MARSH & MCLENNAN AGENCY | NONE | $11,204 | — | $11,204 |
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $11,189 | — | $11,189 |
| PLATFORM CPAS, LLP | NONE | $10,189 | — | $10,189 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSH & MCLENNAN AGENCY — NONE
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
- PLATFORM CPAS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $135,810
- Estimated Expense Ratio: 1.112% 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 | $131,662 | $40,712 | $55,170 | $11,189 | — |
| 2023 | $114,782 | $25,188 | $53,553 | $10,775 | — |
| 2022 | $121,576 | $27,952 | $55,176 | — | $19,436 |