Plan Snapshot
- Plan Sponsor: Northwest Medical Homes, LLC
- Sponsor EIN: 911814404
- Sponsor Address: 2280 MARCOLA RD, SPRINGFIELD, OR, 97478
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 106 | $14.6M | $720,505 | $501,384 |
| 2023 | 93 | $11.8M | $710,710 | $432,869 |
| 2022 | 88 | $10.3M | $729,982 | $446,998 |
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 |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | Other Service Provider | — | $25,027 | $25,027 |
| CETERA ADVISOR NETWORKS LLC | Investment Advisor | — | $8,941 | $8,941 |
| ECONOMIC GROUP PENSION SERVICES | Recordkeeper | — | $6,071 | $6,071 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,039
- Estimated Expense Ratio: 0.274% 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 | $55,059 | — | $54,759 | — | — |
| 2023 | $43,394 | — | $42,964 | — | — |
| 2022 | $40,264 | — | $40,264 | — | — |