Plan Snapshot
- Plan Sponsor: Northwest Pathology, Ps
- Sponsor EIN: 911385504
- Sponsor Address: 3560 MERIDIAN ST., BELLINGHAM, WA, 982251731
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 119 | $7.4M | $338,070 | $593,887 |
| 2023 | 362 | $12.0M | $667,077 | $1.3M |
| 2022 | 222 | $9.7M | $558,902 | $1.1M |
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 |
|---|---|---|---|---|
| OPPENHEIMER & CO INC | Investment Advisor | $40,150 | $11 | $40,161 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $22,990 | — | $22,990 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,151
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 |
|---|---|---|---|---|---|
| 2025 | $7,245,351 | $10,916 | $8,718 | — | — |
| 2024 | $63,140 | $40,150 | $22,990 | — | — |
| 2023 | $51,507 | $30,910 | $20,597 | — | — |
| 2022 | $21,507 | — | $21,507 | — | — |