# Northwest Employees Retirement Plan DC Plan
Source: https://planprovider.pro/companies/northwest-employees-retirement-pln-plan

> Northwest Employees Retirement Plan's DC plan: 443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE

- [ANASTASI, MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — Auditor

- [PLATFORM CPAS, LLP](https://planprovider.pro/provider/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|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northwest-employees-retirement-pln-plan)

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