Plan Snapshot
- Plan Sponsor: Northwest Primary Care Group, PC
- Sponsor EIN: 930599056
- Sponsor Address: PO BOX 22075, MILWAUKIE, OR, 97269
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $48.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 165 | $48.3M | $451,597 | $1.2M |
| 2023 | 155 | $44.4M | $1.3M | $1.1M |
| 2022 | 137 | $39.0M | $1.1M | $909,897 |
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 | $73,127 | $45,862 | $27,265 | — | — |
| 2023 | $70,354 | — | $70,354 | — | — |
| 2022 | $76,245 | — | $76,245 | — | — |