Plan Snapshot
- Plan Sponsor: Card Kingdom, INC.
- Sponsor EIN: 870697704
- Sponsor Address: 14640 172ND DRIVE SE, MONROE, WA, 98272
- Plan Type: 401(k)
- Total Participants: 428
- Total Assets: $13.4M
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 | 428 | $13.4M | $543,837 | $1.1M |
| 2023 | 308 | $11.0M | $731,277 | $1.3M |
| 2022 | 386 | $8.1M | $727,782 | $1.3M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Recordkeeper | $39,834 | — | $39,834 |
| UBS FINANCIAL | Investment Advisor | $36,487 | — | $36,487 |
| PENSION PLAN SPECIALISTS, PC | Recordkeeper | $6,150 | — | $6,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- UBS FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,471
- Estimated Expense Ratio: 0.614% 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 | $82,471 | $36,487 | $39,834 | — | — |
| 2023 | $70,119 | $26,803 | $37,441 | — | — |
| 2022 | $64,538 | $21,833 | $37,505 | — | — |