# Northwest Family Physicians, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/northwest-family-physicians-p-a-401k-plan

> Northwest Family Physicians, P.A.'s 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwest Family Physicians, P.A.

- **Sponsor EIN:** 410981766

- **Sponsor Address:** 5700 BOTTINEAU BLVD., SUITE 220, CRYSTAL, MN, 55429

- **Plan Type:** 401(k)

- **Total Participants:** 87

- **Total Assets:** $17.9M

## 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|87|$17.9M|$282,101|$562,164|

| 2023|94|$16.9M|$0|$556,152|

| 2022|93|$15.9M|$270,236|$535,177|

## 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|

| THE VANGUARD GROUP, INC.|RECORDKEEPER|$17,008|—|$17,008|

| LPL FINANCIAL RPCP|INVESTMENT ADVISOR|$11,793|—|$11,793|

| DWC ERISA CONSULTANTS LLC|CURRENT TPA|$10,705|—|$10,705|

| THE AMERICAN AUDITORS GROUP, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPER

- [THE AMERICAN AUDITORS GROUP, LLC](https://planprovider.pro/provider/the-american-auditors-group-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,506

- **Estimated Expense Ratio:** 0.221% 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|$36,187|—|$36,187|—|—|

| 2023|$35,796|—|$35,796|—|—|

| 2022|$45,626|—|$45,626|—|—|

## Similar Plans

- [West Side Community Health Services, INC.](https://planprovider.pro/companies/west-side-community-health-services-inc-403b-plan) — 317 participants

- [Midwest Radiology, P.A.](https://planprovider.pro/companies/midwest-radiology-p-a-401k-plan) — 395 participants

- [Healthcare Associates Of Irving, LLP](https://planprovider.pro/companies/healthcare-associates-of-irving-pllc-401k-plan) — 403 participants

- [The Corvallis Clinic, P.C.](https://planprovider.pro/companies/the-corvallis-clinic-p-c-401k-plan) — 553 participants

- [Metropolitan Anesthesia Network, LLP](https://planprovider.pro/companies/metropolitan-anesthesia-network-llp-401k-plan) — 554 participants

- [Fairview Health Services](https://planprovider.pro/companies/grand-itasca-clinic-hospital-401k-plan) — 828 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northwest-family-physicians-p-a-401k-plan)

© 2026 PlanProvider.Pro