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| Provider | Service type | Compensation |
|---|---|---|
NWPS6 years Service code 15 · EIN 91-2090931 | Recordkeeping | $7,356 |
23 funds of $250K or more; 31 lines in all, holding $39.1M of the plan's $45.1M. From the 2025 filing. Recordkeeper: Northwest Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.9M | 15.2% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $5.6M | 14.3% |
| Schwab 2040 Retirement Date Fund Charles Schwab · Mutual fund | $4.7M | 12.0% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $3.8M | 9.6% |
| Columbia Contrarian Core Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $2.5M | 6.4% |
| Schwab 2050 Retirement Date Fund Charles Schwab · Mutual fund | $2.1M | 5.5% |
| Schwab 2055 Retirement Date Fund Charles Schwab · Mutual fund | $1.5M | 3.9% |
| WCM Focused Intl Gr Instl WCM Investment Management · Other | $1.4M | 3.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.3% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $1.3M | 3.2% |
Likely replaced 5 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Fidelity 500 Index Fund | $4.9M to $5.9M |
| ReplacedHighVanguard Mid-Cap Index Fund Admiral Shares to Fidelity Mid Cap Index Fund | $1.2M to $1.3M |
| ReplacedHighVanguard Total International Stock Index Fund Admiral Shares to Fidelity International Index Fund | $568K to $756K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.