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Original filing (PDF)20250829123208NAL0011171457001
NORTHWEST HUMAN SERVICES
Form 5500
FILING_RECEIVED
NORTHWEST HUMAN SERVICES 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
259
Accounts w/ balance
327
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST HUMAN SERVICES.
Plan sponsor
Name
NORTHWEST HUMAN SERVICES
EIN
93-0605570
Address
681 CENTER STREET NE · SALEM, OR · 97301
Phone
(503) 588-5828
Industry
Health Care & Social Assistancesee all
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
2025-08-29
Pension benefit codes
2F · ERISA section 404(c)
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY, LLC | 38-3712991 | — | NONE | $18K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $4K | — |
Investments
26 direct securities· $18.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | — | — | — | $4.0M | 20.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $2.5M | 12.7% | |
| Vanguard Target Retirement Income Inv | — | — | — | $2.0M | 10.3% | |
| Vanguard 500 Index Fund | — | — | — | $2.0M | 10.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $991K | 5.1% | |
| Vanguard Target Retirement 2045 | — | — | — | $923K | 4.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $741K | 3.8% | |
| Vanguard Target Retirement 2040 | — | — | — | $655K | 3.3% | |
| Schwab Funds Schwab Government Investors Money Fund | — | — | — | $645K | 3.3% | |
| Vanguard Mid-Cap Growth Fund | — | — | — | $530K | 2.7% | |
| Vanguard Target Retirement 2020 | — | — | — | $514K | 2.6% | |
| T. Rowe Price Blue Chip Growth I | — | — | — | $503K | 2.6% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $478K | 2.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $445K | 2.3% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $321K | 1.6% | |
| Vanguard Health Care Admiral | — | — | — | $297K | 1.5% | |
| Vanguard Explorer Fund | — | — | — | $292K | 1.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $211K | 1.1% | |
| Participants Participant Loans Rates from 5.25% to 10.5% - | — | — | — | $203K | 1.0% | |
| First Eagle First Eagle Global Fund | — | — | — | $145K | 0.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $128K | 0.7% | |
| Calvert Investments, Inc. Calvert Equity Fund | — | — | — | $119K | 0.6% | |
| DFA Emerging Markets Portfolio Institutional Class | — | — | — | $57K | 0.3% | |
| Vanguard Target Retirement 2065 | — | — | — | $36K | 0.2% | |
| BMO Legg Mason Legg Mason BW Global Opportunities | — | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $10K | <0.1% |