Plan Snapshot
- Plan Sponsor: Architectural Woods, L.P.
- Sponsor EIN: 452968818
- Sponsor Address: 801 E. 25TH STREET, TACOMA, WA, 98421
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $5.9M | $50,620 | $652,437 |
| 2023 | 151 | $5.8M | $51,144 | $613,556 |
| 2022 | 117 | $4.8M | $48,560 | $539,507 |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | RECORDKEEPER | $14,645 | — | $14,645 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT ADVISOR | $5,000 | — | $5,000 |
| CHIAMPOU TRAVIS BESAW & KERSHNE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,645
- Estimated Expense Ratio: 0.332% 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 | $13,583 | $5,088 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |