How big is Northwest Radiologists, Inc., P.S.'s plan?

Northwest Radiologists, Inc., P.S.'s plan reported $37.8M in assets and 149 participants for 2024.

Original filing (PDF)20250925175448NAL0010851699001

Northwest Radiologists, Inc., P.S.

Name: Northwest Radiologists, Inc., P.S. — Northwest, Form 5500 (2024)
Creator: Northwest Radiologists, Inc., P.S.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Northwest Radiologists, Inc., P.S. Employees' Savings Plan

401(k) retirement plan · Northwest Radiologists, Inc., P.S.'s Northwest Radiologists, Inc., P.S. Employees' Savings Plan held $37.8M in plan assets for 149 participants in 2024.

Signals · 3

High average account balanceNo recordkeeper disclosedSelf-directed brokerage offered

Active participants

149

Accounts w/ balance

194

Plan assets (EOY)

$37.8M

Net assets (EOY)

$37.8M

People on this filing

Elaine Haser signed Northwest Radiologists, Inc., P.S.'s 2024 Form 5500 as plan administrator.

Elaine Haser — 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 Radiologists, Inc., P.S.'s EIN is 91-0852058.

EIN 91-0852058

Plan number 002

Plan year 2024

ACK ID 20250925175448NAL0010851699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Northwest Radiologists, Inc., P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Northwest Radiologists, Inc., P.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (96th percentile).

Plan sponsor

Name

NORTHWEST RADIOLOGISTS, INC., P.S.

EIN

all filings

Address

2930 SQUALICUM PKWY, SUITE 101 · BELLINGHAM, WA · 982251854

Phone

(360) 223-1457

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR	36-3297908	—	NONE	$17K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUNNEX AND SHOEMAKER, INC.	91-1072394	—	NONE	$0	—

Investments

37 direct securities · 1 pooled fund· $71.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$34.8M

1 holding

Pooled Separate Accounts

$34.8M

34 holdings

Self-Directed Brokerage

$1.2M

1 holding

Stable Value

$179K

1 holding

Bonds / Notes

$152K

1 holding

					% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT INS. AND ANN CO. · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$34.8M	92.2%
Vanguard LifeStrat Growth Fd Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$8.6M	22.9%
Vangrd 500 Indx Fund-Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$5.4M	14.3%
American Funds Bond Fnd Amer R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2.7M	7.2%
Vanguard LifeStrat Mod Grwth Fd Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$2.6M	6.9%
Vangrd Trgt Retire 2040 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$1.7M	4.6%
Vangrd Trgt Retire 2045 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$1.6M	4.1%
Loomis Sayles Bond F Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	3.8%
Vangrd Trgt Retire 2050 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	3.7%
Schwab Personal Choice Retirement Account Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$1.2M	3.1%
Vangrd Trgt Retire 2030 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$819K	2.2%
American Funds Cap Wld G&I R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$811K	2.1%
Vangrd Trgt Retire 2055 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$672K	1.8%
American Funds AMCAP Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$641K	1.7%
Vangrd Trgt Retire 2035 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$636K	1.7%
American Funds Am Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$569K	1.5%
American Funds Wash Mutual Inv R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$541K	1.4%
DFA Real Estate Securities Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$531K	1.4%
Eaton Vance Inc Fd of Bstn R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$460K	1.2%
Amer Bcn Stphns Mid-Cap Gr R5 Pooled Separate Account	Pooled Separate Accounts	—	—	$412K	1.1%
ClrBrg Sm Cp Growth Pooled Separate Account	Pooled Separate Accounts	—	—	$360K	1.0%
Inv Opp Intl Growth Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$359K	0.9%
DFA U.S. Small Cap Portfolio Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$328K	0.9%
Vanguard LifeStrat Cnsrv Grw Fd Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$324K	0.9%
DFA Emerging Markets Portfolio Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$318K	0.8%
DFA U.S. Targeted Value Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$275K	0.7%
Vangrd Trgt Retire 2060 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$267K	0.7%
DFA Inflat-Prot Securities Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$267K	0.7%
Victory Sycmr Established Value F Pooled Separate Account	Pooled Separate Accounts	—	—	$192K	0.5%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$179K	0.5%
Participant Loans Bearing interest at 4.25%-9.50% $-	Bonds / Notes	—	—	$152K	0.4%
PIMCO Commodity RIRtn Strat Fnd Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$128K	0.3%
Vanguard LifeStrat Income Fd Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$113K	0.3%
Vangrd Trgt Retire 2065 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$97K	0.3%
Voya Gov Money Mkt Fnd A (Hold Acct) Pooled Separate Account	Pooled Separate Accounts	—	—	$57K	0.2%
Vangrd Trgt Retire 2025 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$36K	<0.1%
ClrBrg Mid Cap Fund IS Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	<0.1%
Vangrd Trgt Retire 2020 Fd Pooled Separate Account	Pooled Separate Accounts	—	—	$19K	<0.1%