Plan Snapshot
- Plan Sponsor: Abc Legal Holdings, LLC.
- Sponsor EIN: 842147344
- Sponsor Address: 1099 STEWART STREET, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 643
- Total Assets: $17.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 643 | $17.9M | $503,360 | $1.5M |
| 2023 | 548 | $15.0M | $473,940 | $1.5M |
| 2022 | 457 | $11.6M | $416,583 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| USI ADVISORS, INC. | Other Service Provider | $49,927 | — | $49,927 |
| USI CONSULTING GROUP, INC. | Other Service Provider | $19,819 | — | $19,819 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $4,097 | $2,531 | $6,628 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,374
- Estimated Expense Ratio: 0.428% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $73,843 | $49,927 | — | — | — |
| 2023 | $65,201 | $46,355 | — | — | — |
| 2022 | $54,208 | $44,680 | — | — | $8,555 |