Plan Ledger DOL Form 5500 · updated monthly

Western Washington Medical Group, Inc., P.S.401(k)

WESTERN WASHINGTON MEDICAL GROUP 401(K) RETIREMENT PLAN AND TRUST · EVERETT, WA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Western Washington Medical Group, Inc., P.S. reported $163,568 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $9,439 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 0.22% to 0.17%. 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 170th-largest of 1,714 plans among Washington employers on file, and the 1,052nd of 11,911 in health care & social assistance. In 2024, the employer put in $1.38 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$106,043,516
Participants with balances548
Active participants349
Employer contributions$3,294,149
Employee contributions$2,380,932
Employer contribution per active participant$9,439
Average account balance$193,510
Benefits paid to participants$6,295,848
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.0M · 548 accts · $3.3M emplr
2023$90.8M · 551 accts · $3.2M emplr
2022$74.3M · 487 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,747
Investment management$56,068
Trustee / custodial$32,753
Total administrative$163,568
The Western Washington Medical Group, Inc., P.S. 401(k) match · 2024
Employer contribution per active participant$9,439
Median for plans this size$3,635
2024$9,439 per active participant
2023$8,472 per active participant
2022$8,888 per active participant

Western Washington Medical Group, Inc., P.S.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20243
NORTHWEST PLAN SERVICES · Recordkeeping · Loan processing$74,747
RBC WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$56,068
MATRIX TRUST CO. · Trustee$32,753

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

Recordkeeper by year2
2024NWPS
2023NWPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$163,568 · 0.17%
2023$179,907 · 0.22%
2022$183,154 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Cellnetix Labs, LLC WA$120.0M · 0.14%
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 911602128 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.