Plan Ledger DOL Form 5500 · updated monthly

Northwest Title LLC & Affiliated Entities401(k)

NEXTITLE & AFFILIATED ENTITIES 401(K) SAVINGS PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Northwest Title LLC & Affiliated Entities reported $58,941 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $519 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 0.58% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (913th of 1,714), and 7,062nd of 11,654 in professional & technical services. In 2024, employees put in $9.32 for every $1.00 the employer contributed; active participation has shrunk from 90 to 71 since 2022.

Plan summary
Net assets, end of year$13,125,725
Participants with balances202
Active participants71
Employer contributions$36,828
Employee contributions$343,148
Employer contribution per active participant$519
Average account balance$64,979
Benefits paid to participants$1,280,476
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 202 accts · $37K emplr
2023$12.0M · 215 accts · $66K emplr
2022$10.6M · 267 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,941
Investment management$35,000
Total administrative$58,941
The Northwest Title LLC & Affiliated Entities 401(k) match · 2024
Employer contribution per active participant$519
Median for plans this size$2,416
2024$519 per active participant
2023$1,171 per active participant
2022$1,185 per active participant

Northwest Title LLC & Affiliated Entities's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
USI ADVISORS INC · Investment advisory (plan)$35,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,941

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$58,941 · 0.47%
2023$67,024 · 0.59%
2022$69,752 · 0.58%
Similar plansProfessional & Technical Services · Washington
Hi-Tech Solutions, LLC WA$13.9M · 0.02%
Isoftstone, Inc. WA$13.5M · 0.18%
Leafly, LLC WA$13.1M · 0.27%
Ilink Systems, Inc. WA$13.0M · 0.36%
Paulas Choice, LLC WA$13.0M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 522339172 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.