# Pacific Northwest University Of Health Sciences 403(b) Plan
Source: https://planprovider.pro/companies/pacific-northwest-university-of-health-sciences-061744054-004

> Pacific Northwest University Of Health Sciences's 403(b) plan: 245 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 University Of Health Sciences

- **Sponsor EIN:** 061744054

- **Sponsor Address:** 1440 N. 16TH AVE., YAKIMA, WA, 98902

- **Plan Type:** 403(b)

- **Plan Number:** 004

- **Total Participants:** 245

- **Total Assets:** $34.3M

## 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|245|$34.3M|$1.4M|$2.1M|

| 2023|207|$29.7M|$1.6M|$1.9M|

| 2022|205|$24.1M|$1.5M|$1.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$118,955|—|$118,955|

| OSAIC WEALTH|Investment Advisor|—|$61,646|$61,646|

| ALEGRIA ASSET MANAGEMENT|Recordkeeper|$1,000|$14,740|$15,740|

### Verified Provider Profiles

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

- [OSAIC WEALTH](https://planprovider.pro/provider/royal-alliance-associates-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $196,341

- **Estimated Expense Ratio:** 0.573% 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|$119,955|—|$119,955|—|—|

| 2023|$105,577|—|$105,577|—|—|

| 2022|$84,401|—|$84,401|—|—|

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