Plan Snapshot
- Plan Sponsor: Western Washington Medical Group, INC., P.S.
- Sponsor EIN: 911602128
- Sponsor Address: 1728 W. MARINE VIEW DRIVE, STE 110, EVERETT, WA, 98201
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $106.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 349 | $106.0M | $3.3M | $2.4M |
| 2023 | 373 | $90.8M | $3.2M | $2.3M |
| 2022 | 351 | $74.3M | $3.1M | $2.2M |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $163,568 | $56,068 | — | — | — |
| 2023 | $179,907 | $65,090 | $28,148 | $15,000 | — |
| 2022 | $183,154 | $65,607 | $29,539 | — | $88,008 |