Plan Snapshot
- Plan Sponsor: Northwestern Medical Center, INC
- Sponsor EIN: 030266986
- Sponsor Address: 133 FAIRFIELD STREET, ST. ALBANS, VT, 05478
- Plan Type: 403(b)
- Total Participants: 762
- Total Assets: $93.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 762 | $93.2M | $2.8M | $4.0M |
| 2023 | 724 | $80.0M | $909,233 | $3.6M |
| 2022 | 709 | $55.5M | $851,675 | $3.1M |
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 |
|---|---|---|---|---|
| MCSOLEY MCCOY | 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 | $41,409 | $7,591 | — | — | — |
| 2023 | $39,255 | $7,544 | — | — | — |
| 2022 | $43,514 | $5,644 | — | — | — |