Plan Snapshot
- Plan Sponsor: Cascade Eye & Skin Centers, P.C.
- Sponsor EIN: 911525215
- Sponsor Address: 5225 CIRQUE DR W, STE 105, UNIVERSITY PLACE, WA, 98467
- Plan Type: 401(k)
- Total Participants: 289
- Total Assets: $38.3M
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 | 289 | $38.3M | $1.2M | $1.2M |
| 2023 | 268 | $35.0M | $1.2M | $1.0M |
| 2022 | 212 | $31.3M | $987,857 | $954,822 |
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 |
|---|---|---|---|---|
| NWPS | NONE | $43,428 | — | $43,428 |
| RETIREMENT CONSULTING GROU, INC | NONE | $40,600 | — | $40,600 |
| DWYER PEMBERTN & COULSON PC | NONE | $15,750 | — | $15,750 |
| DWYER PEMBERTON & COULSON, PC | Auditor | $15,750 | — | $15,750 |
| CHARLES SCHWAB TRUST BANK | NONE | $11,691 | — | $11,691 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- DWYER PEMBERTON & COULSON, PC — Auditor
- CHARLES SCHWAB TRUST BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,219
- Estimated Expense Ratio: 0.332% 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 | $114,433 | $40,600 | — | $15,750 | — |
| 2023 | $104,684 | $38,733 | — | $15,000 | — |
| 2022 | $99,190 | $35,000 | — | — | $51,971 |