Plan Snapshot
- Plan Sponsor: Northwest Energy Efficiency Alliance, INC.
- Sponsor EIN: 931228867
- Sponsor Address: 700 NE MULTNOMAH STREET, PORTLAND, OR, 97232
- Plan Type: 403(b)
- Total Participants: 104
- Total Assets: $25.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 104 | $25.5M | $965,715 | $1.3M |
| 2023 | 96 | $22.8M | $869,163 | $1.2M |
| 2022 | 90 | $19.8M | $776,953 | $1.1M |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, P.C. — 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 | $96,633 | $48,519 | $48,114 | — | — |
| 2023 | $86,142 | $42,465 | $43,677 | — | — |
| 2022 | $91,917 | — | $91,917 | — | — |