Retirement plan

NORTHWEST HARVEST RETIREMENT PLAN

Name: NORTHWEST HARVEST / E.M.M. - NORTHWEST HARVEST RETIREMENT PLAN (2024) Form 5500
Creator: NORTHWEST HARVEST / E.M.M.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST HARVEST RETIREMENT PLAN, NORTHWEST HARVEST / E.M.M.

NORTHWEST HARVEST / E.M.M.EIN 91-0826037Plan #001PY 2024

PO BOX 12272 - SEATTLE, WA 98102206-940-6096northwestharvest.orgLinkedIn51-200 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.5M

+5.6% from 2023

Total participants

183

+9.6% from 2023

Average account balance

$30,263

-4.3% from 2023

Annual return

17.12%

+4.48 pp from 2023

Benchmarks

See 270 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Cohort270 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.76M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

183

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$893K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+19.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754	Recordkeeping	$2,820

Plan features & details

Pension benefit codes2E3D2G2J2F2T

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$28 / participant

Contract admin$3K100.0%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLARK NUBER
Auditor EIN: 911194016
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,263

$165,890-81.8%

$155,574-80.5%

Participation rate

98.0%

63.3%+34.7pp

78.2%+19.8pp

Annual return

17.12%

19.47%-2.4pp

64.87%-47.7pp

Employer contribution / active EE

$4,786

$2,522+89.8%

$4,676+2.4%

Participant deferral / active EE

$2,846

$2,935-3.0%

$5,629-49.4%

Admin fee / account holder

$16

$97,423-100.0%

$15,914-99.9%

Provider

Service type

Compensation

ASCENSUS LLC3 years

Service code 15 · EIN 11-3665754

Recordkeeping

$2,820

NORTHWEST HARVEST RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST HARVEST RETIREMENT 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