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Original filing (PDF)20250812132158NAL0007252595001
NORTHWEST ORTHOPAEDIC SPECIALIST, P .S.
Form 5500
FILING_RECEIVED
NORTHWEST ORTHOPAEDIC SPECIALIST, P.S. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
303
Accounts w/ balance
415
Plan assets (EOY)
$76.5M
Net assets (EOY)
$76.4M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 80% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST ORTHOPAEDIC SPECIALIST, P .S..
Plan sponsor
Name
NORTHWEST ORTHOPAEDIC SPECIALIST, P .S.
EIN
91-1502837
Address
601 W. 5TH AVE., SUITE 400 · SPOKANE, WA · 99204
Phone
(509) 624-2226
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
NORTHWEST ORTHOPAEDIC SPECIALIST, P .S.
EIN
91-1502837
City
SPOKANE, WA
Phone
(509) 624-2226
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN CAPITAL MANAGEMENT | 91-1548437 | — | NONE | $118K | — |
| RANDALL & HURLEY, INC. | 91-1661080 | LIBERTY LAKE, WA | NONE | $30K | — |
| MERRILL LYNCH PIERCE FENNER SMITH | 13-5674085 | — | NONE | $25K | — |
| GIBSON CAPITAL, LLC | — | WEXFORD, PA | NONE | $16K | — |
| STOREHOUSE FINANCIAL | 20-4095550 | — | NONE | $12K | — |
| NORTH STAR RESOURCE GROUP | — | MADISON, WI | NONE | $10K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $385 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.