# Pacific Northwest Ballet 401(k) Plan
Source: https://planprovider.pro/companies/pacific-northwest-ballet-910897129-002

> Pacific Northwest Ballet's 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pacific Northwest Ballet

- **Sponsor EIN:** 910897129

- **Sponsor Address:** 301 MERCER ST, SEATTLE, WA, 98109

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 185

- **Total Assets:** $14.1M

## 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|185|$14.1M|$217,171|$730,838|

| 2023|178|$11.8M|$214,487|$673,410|

| 2022|167|$9.8M|$183,082|$581,319|

## 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|

| CLIFTONLARSONALLAN LLP|Auditor|$10,769|—|$10,769|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$5,855|—|$5,855|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLAN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $16,624

- **Estimated Expense Ratio:** 0.118% 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|$9,374|$5,855|—|$10,769|—|

| 2023|$5,090|$4,578|—|$7,875|—|

| 2022|$3,416|$4,315|—|—|—|

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