Plan Snapshot
- Plan Sponsor: Northwest Radiologists, INC., P.S.
- Sponsor EIN: 910852058
- Sponsor Address: 2930 SQUALICUM PKWY, SUITE 101, BELLINGHAM, WA, 982251854
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $37.8M
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 | 149 | $37.8M | $1.4M | $1.3M |
| 2023 | 147 | $37.4M | $1.4M | $1.2M |
| 2022 | 135 | $33.4M | $1.2M | $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 |
|---|---|---|---|---|
| HUNNEX AND SHOEMAKER, INC. | NONE | — | $17,764 | $17,764 |
| MORNINGSTAR | NONE | $16,815 | — | $16,815 |
| LARSON GROSS ASSURANCE, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,579
- Estimated Expense Ratio: 0.092% 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 | $18,565 | $16,815 | $1,650 | — | — |
| 2023 | $17,853 | — | — | — | — |
| 2022 | $18,624 | — | $17,124 | — | $1,500 |