Northwest Portland Area Indian Health Board 403(b) match, vesting and fees
What Northwest Portland Area Indian Health Board's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance | Schedule C ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 51 defined-contribution plans in public administration with 100 to 499 participants.
| Northwest Portland Area Indian Health Board: employer contribution per participant | $4,122 | |
| Peer median | $2,018 |
| Northwest Portland Area Indian Health Board: average balance | $68,830 | |
| Peer median | $40,385 |
| Northwest Portland Area Indian Health Board: admin expenses ÷ assets | 0.63% | |
| Peer median | 0.40% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.3M at the end of plan year 2023 to $9.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 147 | $9.8M | $589K | $4,122 | 0.63% | Not published | Form 5500 ↗ |
| 2023 | 146 | $8.3M | $585K | $4,062 | 0.66% | Not published | 5500-SF ↗ |
Common questions
Does Northwest Portland Area Indian Health Board match 401(k) contributions?
The match terms for the Northwest Portland Area Indian Health Board 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $589K in employer contributions, about $4,122 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Northwest Portland Area Indian Health Board 401(k) match vested?
The vesting schedule for the Northwest Portland Area Indian Health Board 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Northwest Portland Area Indian Health Board 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance. The plan administrator is Northwest Portland Area Indian Health Board.
I left Northwest Portland Area Indian Health Board. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Northwest Portland Area Indian Health Board, (503) 416-3274) or the recordkeeper, Principal Life Insurance. The Northwest Portland Area Indian Health Board old 401(k) page lists the contacts from every plan filing. Find an old Northwest Portland Area Indian Health Board 401(k)
Data from the public Form 5500 annual reports Northwest Portland Area Indian Health Board filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Northwest Portland Area Indian Health Board. Not financial advice. Report a correction · Methodology