Plan Ledger DOL Form 5500 · updated monthly

The North West Company International, Inc.401(k)

THE NORTH WEST COMPANY (INTERNATIONAL), INC. EMPLOYEE SAVINGS PLAN · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

The North West Company International, Inc. reported $101,167 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $693 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 0.41% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 61st-largest of 160 plans among Alaska employers on file, and the 1,089th of 5,215 in retail trade. In 2024, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,333,386
Participants with balances686
Active participants1,300
Employer contributions$900,432
Employee contributions$1,726,918
Employer contribution per active participant$693
Average account balance$41,302
Benefits paid to participants$2,703,098
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.3M · 686 accts · $900K emplr
2023$25.0M · 592 accts · $848K emplr
2022$20.8M · 600 accts · $864K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,180
Investment management$23,987
Total administrative$101,167
The The North West Company International, Inc. 401(k) match · 2024
Employer contribution per active participant$693
Median for plans this size$2,416
2024$693 per active participant
2023$636 per active participant
2022$620 per active participant

The North West Company International, Inc.'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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$77,180
USI ADVISORS, INC. · Investment advisory (plan)$23,987

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$101,167 · 0.38%
2023$98,894 · 0.43%
2022$93,001 · 0.41%
Same employer
Similar plansRetail Trade · Alaska
Noarus Tgg dba Toyota Place CA$28.4M · 0.21%
Zagg Incorporated UT$28.2M · 0.12%
D. Shelly Group, Inc. CA$28.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920144184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.