Updated:
Northwest Plan Services
Northwest Plan Services is a Seattle-based company founded in 1994. It serves as an independent recordkeeper and administrator of retirement plans.
Northwest Plan Services
Northwest Plan Services is a Seattle-based company founded in 1994. It serves as an independent recordkeeper and administrator of retirement plans. The firm has zero dollars in total funding.
General information
Firm type
Asset Manager
Year founded
1995
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Frequently asked questions
What services does Northwest Plan Services offer?
Northwest Plan Services provides third-party administration for defined-contribution retirement plans, including 401(k) compliance testing, participant recordkeeping, Form 5500 preparation, and plan document maintenance (public record). It does not manage investments or provide fiduciary advisory services.
Who is the target client for Northwest Plan Services?
The firm primarily serves small and mid-sized employers in the Pacific Northwest that sponsor 401(k) or similar defined-contribution plans. Its service model is designed for businesses that outsource compliance and administrative functions.
Does Northwest Plan Services invest its clients' assets?
No. The firm operates as a third-party administrator and does not manage or invest client assets. Investment management is handled separately by recordkeepers or plan fiduciaries (public record).
How is Northwest Plan Services structured?
The firm is a privately held retirement plan administration company based in Seattle, Washington. Ownership structure, number of offices, and team size are not publicly disclosed.
What geographic regions does Northwest Plan Services serve?
The firm is headquartered in Seattle and its client base appears concentrated in the Pacific Northwest region of the United States (public record).
Does Northwest Plan Services have any known philanthropic or investment affiliates?
No publicly disclosed philanthropic structures, affiliated investment vehicles, or related entities are documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: