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Northwest Plan Services
Northwest Plan Services is a Seattle-based third-party retirement plan administrator founded in 1995.
Northwest Plan Services
Northwest Plan Services was founded in 1995 and operates as a third-party retirement plan administrator headquartered in Seattle. The firm focuses on compliance testing, participant recordkeeping, and government reporting for defined-contribution plans, primarily serving small and mid-sized employers in the Pacific Northwest. Its business model relies on recurring service contracts rather than investment management or advisory fees. The firm handles annual nondiscrimination testing, Form 5500 preparation, and plan document maintenance for its client base. It does not appear to engage in direct investment or asset allocation — its role is operational, not fiduciary. Geographic reach is primarily domestic, concentrated in the Seattle metropolitan area. Team size and additional offices are not publicly documented. No recent operational events are available in public sources. The firm maintains no known philanthropic structures or adjacent investment vehicles. Northwest Plan Services is structurally distinct as a pure third-party administrator — it does not manage assets, sponsor funds, or hold investments. Its competitive moat lies in compliance expertise and client retention. Succession and ownership details are not publicly disclosed.
General information
Firm type
Asset Manager
Year founded
1995
AUM
Undisclosed
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.
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