Plan Snapshot
- Plan Sponsor: Northwoods Consulting Partners, INC .
- Sponsor EIN: 311668570
- Sponsor Address: 5200 RINGS ROAD, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $20.7M
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 | 87 | $20.7M | $401,401 | $1.2M |
| 2023 | 124 | $19.8M | $421,759 | $1.3M |
| 2022 | 123 | $16.3M | $405,229 | $1.2M |
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 |
|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | Investment Advisor | $38,411 | — | $38,411 |
| EMPOWER LIFE & ANNUITY | Recordkeeper | $23,062 | — | $23,062 |
| TRINITY PENSION CONSULTANTS | Other Service Provider | $15,090 | — | $15,090 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERHART FINANCIAL GROUP INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,563
- Estimated Expense Ratio: 0.370% 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 | $68,975 | — | $68,975 | — | — |
| 2023 | $60,197 | — | $60,197 | — | — |
| 2022 | $59,157 | — | $59,157 | — | — |