Plan Snapshot
- Plan Sponsor: Associated Employers Health And Welfare
- Sponsor EIN: 916030840
- Sponsor Address: 1206 N LINCOLN STREET SUITE 200, SPOKANE, WA, 99201
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $2.1M | $0 | $0 |
| 2023 | 0 | $2.1M | $0 | $0 |
| 2022 | 0 | $1.5M | $0 | $0 |
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 |
|---|---|---|---|---|
| ANASTASI MOORE & MARTIN, PLLC | Auditor | $14,300 | — | $14,300 |
| KELLER ROHRBACK LLP | Other Service Provider | $13,888 | — | $13,888 |
| DEBORAH L BRADY | Custodian / Trustee | $9,000 | — | $9,000 |
| GAYLE A LAWRENCE | Custodian / Trustee | $9,000 | — | $9,000 |
| ROBIN MARIE HILLEARY | Custodian / Trustee | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,188
- Estimated Expense Ratio: 2.586% 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 | $43,993 | — | — | $13,100 | — |
| 2023 | $53,603 | — | — | $13,950 | — |
| 2022 | $67,319 | $33,037 | — | — | $28,179 |