Betteridge & Mcnaughton, P.S. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Betteridge & Mcnaughton, P.S.
  • Sponsor EIN: 911052499
  • Sponsor Address: 3733 SOUTH THOMPSON AVE., TACOMA, WA, 984185013
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $4.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202512$4.7M$20,083$11,727
20249$6.8M$24,508$20,444
20238$6.2M$23,426$20,444
20228$5.7M$24,840$23,703

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