Retirement plan

NPAG 401(K) PLAN

Name: NON PROFIT PROFESSIONALS ADVISOR - NPAG 401(K) PLAN (2025) Form 5500
Creator: NON PROFIT PROFESSIONALS ADVISOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NPAG 401(K) PLAN, NON PROFIT PROFESSIONALS ADVISOR

NON PROFIT PROFESSIONALS ADVISOREIN 87-0812312Plan #001PY 2025

9450 SW GEMINI DR, PMB 46636 - BEAVERTON, OR 97008617-620-7060

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+15.9% from 2024

Total participants

+6.4% from 2024

Average account balance

$55,257

+6.2% from 2024

Annual return

12.59%

+0.96 pp from 2024

Benchmarks

See 13,952 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,952 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.65M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

240.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$275K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+12.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4174

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$200K

$10018 / participant

Other / not subdivided$200K100.0%

% of EOY assets

7.554%

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

$55,257

$99,053-44.2%

$88,179-37.3%

$138,895-60.2%

Participation rate

90.0%

74.2%+15.8pp

69.1%+20.9pp

79.9%+10.1pp

Annual return

12.59%

78.17%-65.6pp

64.97%-52.4pp

145.39%-132.8pp

Employer contribution / active EE

$4,313

$2,882+49.7%

$2,549+69.2%

$4,194+2.8%

Participant deferral / active EE

$9,416

$5,225+80.2%

$4,614+104.1%

$6,396+47.2%

Admin fee / account holder

$4,174

$8,748-52.3%

$7,673-45.6%

$12,562-66.8%

NPAG 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NPAG 401(K) PLAN

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