Plan Snapshot
- Plan Sponsor: Carrix, INC.
- Sponsor EIN: 911653735
- Sponsor Address: 1131 SW KLICKITAT WAY, SEATTLE, WA, 981341108
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,475
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,475 | $15.9M | $31.4M | $927,087 |
| 2023 | 1,382 | $14.4M | $29.2M | $763,270 |
| 2022 | 1,318 | $12.3M | $26.1M | $691,023 |
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 |
|---|---|---|---|---|
| PREMERA BLUE CROSS | Recordkeeper | $1,013,713 | — | $1,013,713 |
| VISION SERVICE PLAN | Other Service Provider | $435,131 | — | $435,131 |
| EXPRESS SCRIPTS | Other Service Provider | $123,574 | — | $123,574 |
| DELTA DENTAL | Other Service Provider | $122,477 | — | $122,477 |
| MERCER HEALTH & BENEFITS | Other Service Provider | $114,715 | — | $114,715 |
| EMPATHIA | Other Service Provider | $31,268 | — | $31,268 |
| VWC, P.S. | Auditor | $20,500 | — | $20,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,861,378
- Estimated Expense Ratio: 11.684% 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 | $1,873,044 | — | $1,873,044 | — | — |
| 2023 | $1,112,791 | — | $1,112,791 | — | — |
| 2022 | $1,122,559 | — | — | — | $1,122,559 |