# Northwest Energy Efficiency Alliance, INC. 403(b) Plan
Source: https://planprovider.pro/companies/northwest-energy-efficiency-alliance-inc-403b-plan

> Northwest Energy Efficiency Alliance, INC.'s 403(b) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) — 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|—|—|

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