Plan Snapshot
- Plan Sponsor: Pediatrics Northwest, P.S.
- Sponsor EIN: 912089965
- Sponsor Address: 316 MARTIN LUTHER KING JR. WAY, TACOMA, WA, 98405
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $36.8M
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 | 92 | $36.8M | $1.2M | $717,989 |
| 2023 | 106 | $35.8M | $1.2M | $669,467 |
| 2022 | 72 | $34.0M | $1.2M | $618,584 |
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 |
|---|---|---|---|---|
| DEFINITI, LLC | THIRD PARTY ADMINISTRATO | — | $20,572 | $20,572 |
| VOYA RETIREMENT INSURANCE AND ANNUI | SERVICE PROVIDER | $13,650 | — | $13,650 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,222
- Estimated Expense Ratio: 0.093% 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 | $13,650 | — | — | — | — |
| 2023 | $7,650 | — | — | — | — |
| 2022 | $10,930 | — | — | — | $10,930 |