Plan Snapshot
- Plan Sponsor: Barghausen Consulting Engineers, LLC
- Sponsor EIN: 911192493
- Sponsor Address: 18215 - 72ND AVENUE SOUTH, KENT, WA, 98032
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $34.8M
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 | 234 | $34.8M | $1.9M | $1.9M |
| 2023 | 175 | $27.9M | $1.6M | $1.7M |
| 2022 | 192 | $21.3M | $1.3M | $1.6M |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | Investment Advisor | — | $63,114 | $63,114 |
| THE RETIREMENT ADVANTAGE INC | Recordkeeper | — | $14,719 | $14,719 |
| LEAFHOUSE FINANCIAL ADVISORS LL | Other Service Provider | $13,431 | — | $13,431 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,264
- Estimated Expense Ratio: 0.262% 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 | $109,372 | — | $109,372 | — | — |
| 2023 | $88,521 | — | $88,521 | — | — |
| 2022 | $85,475 | — | $85,475 | — | — |