# Presbyterian Retirement Communities Northwest Dba Transforming Age 401(k) Plan
Source: https://planprovider.pro/companies/presbyterian-retirement-communities-northwest-dba-transforming-age-401k-plan

> Presbyterian Retirement Communities Northwest Dba Transforming Age's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2023.

## 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)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2024|0|$0|$0|$0|

| 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|$38,858|—|$38,858|

| HUNNEX & SHOEMAKER|THIRD PARTY ADMIN|$26,942|—|$26,942|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FINANCIAL ADVOCATES INVESTMENT MGMT](https://planprovider.pro/provider/kestra-advisory-services-llc) — INVESTMENT ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $65,800

### 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|$36,394|—|$36,394|—|—|

| 2023|$41,765|—|$41,765|—|—|

| 2022|$62,485|—|$62,485|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/presbyterian-retirement-communities-northwest-dba-transforming-age-401k-plan)

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