Plan Snapshot
- Plan Sponsor: Northwest Title LLC & Affiliated Entities
- Sponsor EIN: 522339172
- Sponsor Address: 13555 SE 36TH ST., BELLEVUE, WA, 98006
- Plan Type: 401(k)
- Total Participants: 71
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 71 | $13.1M | $36,828 | $343,148 |
| 2023 | 56 | $12.0M | $65,568 | $463,773 |
| 2022 | 90 | $10.6M | $106,640 | $659,875 |
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 |
|---|---|---|---|---|
| METZ & ASSOCIATES | Auditor | — | — | $0 |
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 | $58,941 | $35,000 | — | — | — |
| 2023 | $67,024 | $35,000 | — | — | — |
| 2022 | $69,752 | — | — | — | — |