Plan Ledger DOL Form 5500 · updated monthly

Northwest Surgical Specialists, P.C.401(k)

NORTHWEST SURGICAL SPECIALISTS, PC 401(K) PROFIT SHARING PLAN · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Northwest Surgical Specialists, P.C. reported $43,467 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,880 per active participant. 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.

Across the 2 years on file its reported administrative ratio fell from 0.05% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 171st-largest of 1,714 plans among Washington employers on file, and the 1,059th of 11,911 in health care & social assistance. In 2024, employees put in $1.24 for every $1.00 the employer contributed; active participation has grown from 359 to 417 since 2022.

Plan summary
Net assets, end of year$105,189,902
Participants with balances555
Active participants417
Employer contributions$2,451,764
Employee contributions$3,040,352
Employer contribution per active participant$5,880
Average account balance$189,531
Benefits paid to participants$12,220,063
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$105.2M · 555 accts · $2.5M emplr
2023$95.9M · 516 accts · $2.9M emplr
2022$79.6M · 472 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,835
Investment management$17,632
Total administrative$43,467
The Northwest Surgical Specialists, P.C. 401(k) match · 2024
Employer contribution per active participant$5,880
Median for plans this size$3,635
2024$5,880 per active participant
2023$7,114 per active participant
2022$9,158 per active participant

Northwest Surgical Specialists, P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENT INST. OP. CO. · Loan processing$25,987
STRATEGIC ADVISORS, INC · Investment advisory (plan)$17,632

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$43,467 · 0.04%
2023$82,610 · 0.09%
2022$45,402 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Casey Family Programs WA$116.3M · 0.00%
Family Care Network, PLLC WA$108.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910866217 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.