Plan Snapshot
- Plan Sponsor: B-T Washington, LLC Dba Blanton Turner
- Sponsor EIN: 800720012
- Sponsor Address: 159 S. JACKSON ST., SUITE 320, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $10.2M
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 | 212 | $10.2M | $460,299 | $758,075 |
| 2023 | 208 | $8.4M | $446,856 | $752,680 |
| 2022 | 244 | $6.8M | $470,042 | $833,072 |
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 |
|---|---|---|---|---|
| DOHJ LLC DBA VINOBLE GROUP | Investment Advisor | $27,506 | — | $27,506 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $17,551 | — | $17,551 |
| HUNNEX AND SHOEMAKER INC | Other Service Provider | $7,541 | — | $7,541 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,598
- Estimated Expense Ratio: 0.517% 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 | $52,706 | $52,706 | — | — | — |
| 2023 | $43,071 | $43,071 | — | — | — |
| 2022 | $31,642 | $31,642 | — | — | — |