# Northwest Surgical Specialists, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/northwest-surgical-specialists-p-c-401k-plan

> Northwest Surgical Specialists, P.C.'s 401(k) plan: 417 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/northwest-surgical-specialists-p-c-401k-plan)

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