Plan Snapshot
- Plan Sponsor: Presbyterian Retirement Communities Northwest Dba Transforming Age
- Sponsor EIN: 910666887
- Sponsor Address: 1980 112TH AVE NE, SUITE 210, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 90
- Total Assets: $12.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 90 | $12.3M | $494,784 | $1.1M |
| 2022 | 812 | $11.1M | $575,690 | $1.4M |
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 |
|---|---|---|---|---|
| FINANCIAL ADVOCATES INVESTMENT MGMT | Investment Advisor | $19,429 | — | $19,429 |
| HUNNEX & SHOEMAKER | Recordkeeper | $13,471 | — | $13,471 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FINANCIAL ADVOCATES INVESTMENT MGMT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,900
- Estimated Expense Ratio: 0.267% 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 |
|---|---|---|---|---|---|
| 2023 | $41,765 | — | $41,765 | — | — |
| 2022 | $62,485 | — | $62,485 | — | — |