Plan Snapshot
- Plan Sponsor: Northwest Medical Specialties, PLLC
- Sponsor EIN: 911867315
- Sponsor Address: 1624 SOUTH I STREET, TACOMA, WA, 98405
- Plan Type: 401(k)
- Total Participants: 240
- Total Assets: $38.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 240 | $38.1M | $710,269 | $1.3M |
| 2023 | 240 | $30.9M | $629,596 | $1.3M |
| 2022 | 246 | $23.2M | $559,669 | $1.2M |
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 |
|---|---|---|---|---|
| SLOY, DAHL, AND HOLST | NONE | $137,029 | — | $137,029 |
| SPECTRUM PENSION CONSULTANTS, INC. | NONE | $63,544 | — | $63,544 |
| GARDE CAPITAL, INC. | NONE | $28,472 | — | $28,472 |
| BAKER TILLY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLOY, DAHL, AND HOLST — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $229,045
- Estimated Expense Ratio: 0.601% 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 | $229,238 | $165,501 | $63,544 | — | — |
| 2023 | $189,641 | $137,039 | $52,437 | — | — |
| 2022 | $245,943 | $181,888 | $63,845 | — | — |