# Northwest Medical Specialties, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/northwest-medical-specialties-pllc-401k-plan

> Northwest Medical Specialties, PLLC's 401(k) plan: 240 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pcs-retirement-llc) — 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|—|—|

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