# Northwest Orthopaedic Specialist, P .S. 401(k) Plan
Source: https://planprovider.pro/companies/northwest-orthopaedic-specialist-p-s-401k-plan

> Northwest Orthopaedic Specialist, P .S.'s 401(k) plan: 303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Northwest Orthopaedic Specialist, P .S.

- **Sponsor EIN:** 911502837

- **Sponsor Address:** 601 W. 5TH AVE., SUITE 400, SPOKANE, WA, 99204

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

- **Total Participants:** 303

- **Total Assets:** $76.5M

## 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|303|$76.5M|$2.3M|$2.0M|

| 2023|330|$67.8M|$2.1M|$1.9M|

| 2022|317|$58.1M|$2.0M|$1.6M|

## 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|

| NORTHERN CAPITAL MANAGEMENT|NONE|$118,182|—|$118,182|

| RANDALL & HURLEY, INC.|NONE|$30,065|—|$30,065|

| MERRILL LYNCH PIERCE FENNER SMITH|NONE|$25,488|—|$25,488|

| GIBSON CAPITAL, LLC|NONE|$15,673|—|$15,673|

| STOREHOUSE FINANCIAL|NONE|$11,631|—|$11,631|

| NORTH STAR RESOURCE GROUP|NONE|$9,879|—|$9,879|

| CHARLES SCHWAB TRUST BANK|NONE|$8,518|—|$8,518|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $219,436

- **Estimated Expense Ratio:** 0.287% 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|$355,707|$206,465|$5,225|—|—|

| 2023|$225,124|$144,587|—|—|—|

| 2022|$266,150|$206,152|—|—|$33,156|

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