Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTHWEST EDUCATION ACCESS

Name: NORTHWEST EDUCATION ACCESS - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTHWEST EDUCATION ACCESS (2025) Form 5500
Creator: NORTHWEST EDUCATION ACCESS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTHWEST EDUCATION ACCESS, NORTHWEST EDUCATION ACCESS

NORTHWEST EDUCATION ACCESSEIN 04-3602577Plan #001PY 2025

6920 ROOSEVELT WAY NE # 355 - SEATTLE, WA 981156635206-523-6200nweducation.netLinkedIn11-50 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$691K

+49.9% from 2024

Total participants

+10.3% from 2024

Average account balance

$22,276

+40.3% from 2024

Annual return

18.02%

-9.85 pp from 2024

Benchmarks

See 6,136 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,136 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$691K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$22K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

134.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.02%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$197

$9 / participant

Other / not subdivided$197100.0%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,276

$70,121-68.2%

$63,803-65.1%

$138,895-84.0%

Participation rate

95.7%

77.2%+18.4pp

72.7%+22.9pp

79.9%+15.7pp

Annual return

18.02%

946.48%-928.5pp

543.72%-525.7pp

145.39%-127.4pp

Employer contribution / active EE

$2,076

$2,882-28.0%

$2,532-18.0%

$4,194-50.5%

Participant deferral / active EE

$4,315

$4,535-4.9%

$3,843+12.3%

$6,396-32.5%

Admin fee / account holder

$6,738-99.9%

$5,196-99.9%

$12,562-99.9%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTHWEST EDUCATION ACCESS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF NORTHWEST EDUCATION ACCESS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion