Plan Snapshot
- Plan Sponsor: Northwest Permanente, P.C.
- Sponsor EIN: 930698548
- Sponsor Address: 500 NE MULTNOMAH STREET, SUITE 100, PORTLAND, OR, 97232
- Plan Type: DB
- Total Participants: 1,191
- Total Assets: $177.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,191 | $177.1M | $25.0M | $0 |
| 2023 | 1,158 | $142.8M | $13.8M | $0 |
| 2022 | 1,118 | $114.9M | $39.5M | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $396,936 | $228,897 | — | — | — |
| 2023 | $322,767 | $168,249 | — | — | — |
| 2022 | $231,521 | $72,038 | — | — | $159,483 |