How big is Northwest Financial Group, LLC's plan?

Northwest Financial Group, LLC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250225143757NAL0018950432001

Northwest Financial Group, LLC

Name: Northwest Financial Group, LLC — Northwest Financial, Form 5500 (2024)
Creator: Northwest Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Northwest Financial Group, LLC 401(k) P/S Plan

401(k) retirement plan · Northwest Financial Group, LLC's Northwest Financial Group, LLC 401(k) P/S Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Kerry DYER signed Northwest Financial Group, LLC's 2024 Form 5500 as plan administrator.

Kerry DYER — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Northwest Financial Group, LLC's EIN is 26-1658005.

EIN 26-1658005

Plan number 001

Plan year 2024

ACK ID 20250225143757NAL0018950432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northwest Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northwest Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NORTHWEST FINANCIAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

NORTHWEST FINANCIAL GROUP, LLC

EIN

all filings

Address

310 NW 7TH STREET · CORVALLIS, OR · 97330

Phone

(541) 757-7701

Industry

Finance & Insurance

Plan administrator