Plan Snapshot
- Plan Sponsor: Northwest Natural Gas Company
- Sponsor EIN: 930256722
- Sponsor Address: 250 SW TAYLOR ST, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Total Participants: 1,264
- Total Assets: $343.3M
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 | 1,264 | $343.3M | $11.1M | $17.2M |
| 2023 | 1,193 | $298.0M | $10.5M | $16.4M |
| 2022 | 1,136 | $257.9M | $9.6M | $15.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $122,902 | — | $122,902 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $66,368 | — | $66,368 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $189,270
- Estimated Expense Ratio: 0.055% 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 | $201,570 | $79,594 | $900 | — | — |
| 2023 | $179,252 | $46,074 | — | — | — |
| 2022 | $209,240 | $36,684 | — | — | — |