What are the fees in the Northwest Group Inc Profit-sharing plan plan?

For plan year 2022, Northwest Group Inc reported $1,672 in plan administrative expenses, or 0.53% of average plan assets — below the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Northwest Group Inc 401(k)?

The average participant account balance was $3,790 for plan year 2022, based on 89 accounts.

Northwest Group IncProfit-sharing plan

Name: Northwest Group Inc 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

NORTHWEST GROUP INC 401K PLAN · TIGARD, OR · plan year 2022

Reported admin expense ratio · 2022

0.53%

Northwest Group Inc reported $1,672 in plan administrative expenses for 2022: 0.53% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Oregon (994th of 1,021), and 1,987th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$337,290
Participants with balances89
Active participants487
Employer contributions—
Employee contributions$57,836
Employer contribution per active participant—
Average account balance$3,790
Benefits paid to participants$5,677
Plan auditUnmodified (clean) audit opinion
AuditorCHUGH CPAS, LLP

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$200

Investment management$1,163

Professional / advisory$309

Total administrative$1,672

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$1,672 · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320265624 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.