Plan Snapshot
- Plan Sponsor: Northwest Respiratory Services, LLC
- Sponsor EIN: 411940432
- Sponsor Address: 1243 EAGAN INDUSTRIAL ROAD, EAGAN, MN, 551211232
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 274 | $9.6M | $163,804 | $936,176 |
| 2023 | 243 | $8.2M | $154,211 | $901,381 |
| 2022 | 217 | $7.2M | $165,953 | $885,336 |
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 |
|---|---|---|---|---|
| BGM CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BGM CPA LLC — 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 | $69,329 | — | $69,329 | — | — |
| 2023 | $63,098 | — | $63,098 | — | — |
| 2022 | $60,924 | — | $60,924 | — | — |