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: DB
- Total Participants: 212
- Total Assets: $4.1M
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 | 212 | $4.1M | $680,000 | $0 |
| 2023 | 197 | $3.3M | $920,000 | $0 |
| 2022 | 166 | $2.4M | $816,500 | $0 |
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 | $21,585 | — | $21,585 |
| DWYER, PEMBERTON & COULSON PC | NONE | $17,524 | — | $17,524 |
| RETIREMENT CONSULTING GROUP, INC. | NONE | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- DWYER, PEMBERTON & COULSON PC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,109
- Estimated Expense Ratio: 1.197% 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 | $76,376 | $10,000 | — | $17,524 | — |
| 2023 | $73,909 | $9,973 | — | $16,500 | — |
| 2022 | $76,775 | $11,593 | — | — | $42,574 |