Plan Snapshot
- Plan Sponsor: Northwest Surgical Specialists, P.C.
- Sponsor EIN: 910866217
- Sponsor Address: 200 NE MOTHER JOSEPH PL. STE 200, VANCOUVER, WA, 98664
- Plan Type: 401(k)
- Total Participants: 417
- Total Assets: $105.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 417 | $105.2M | $2.5M | $3.0M |
| 2023 | 403 | $95.9M | $2.9M | $2.8M |
| 2022 | 359 | $79.6M | $3.3M | $2.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENT INST. OP. CO. | RECORDKEEPER | $25,987 | — | $25,987 |
| STRATEGIC ADVISORS, INC | ADVISOR | $17,632 | — | $17,632 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENT INST. OP. CO. — RECORDKEEPER
- STRATEGIC ADVISORS, INC — ADVISOR
- 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: $43,619
- Estimated Expense Ratio: 0.041% 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 | $43,467 | $17,632 | — | — | — |
| 2023 | $82,610 | $23,103 | — | — | — |
| 2022 | $45,402 | $18,432 | — | — | — |