Plan Snapshot
- Plan Sponsor: Association Services Of Washington, INC.
- Sponsor EIN: 911356269
- Sponsor Address: 5601 6TH AVE S. # 400, SEATTLE, WA, 98108
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 80 | $12.9M | $387,728 | $871,595 |
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 ANNUITY INSURANCE COMPANY | Recordkeeper | $20,482 | — | $20,482 |
| PENTEGRA SERVICES INC. | Other Service Provider | $18,187 | — | $18,187 |
| CAPFINANCIAL PARTNERS LLC | Investment Advisor | $17,540 | — | $17,540 |
| TRUTINA FINANCIAL LLC | Other Service Provider | $5,452 | — | $5,452 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,661
- Estimated Expense Ratio: 0.477% 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 | $62,026 | — | — | — | — |