Plan Snapshot
- Plan Sponsor: Cascade West Title Company, LLC Dba Cw Title
- Sponsor EIN: 542029762
- Sponsor Address: 11201 SE 8TH STREET, SUITE 200, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $11.3M
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 | 225 | $11.3M | $205,261 | $1.0M |
| 2023 | 151 | $9.0M | $152,454 | $777,231 |
| 2022 | 161 | $8.2M | $184,558 | $841,946 |
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 |
|---|---|---|---|---|
| USI ADVISORS, INC. | Other Service Provider | $20,000 | — | $20,000 |
| USI CONSULTING GROUP | Other Service Provider | $11,839 | — | $11,839 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,839
- Estimated Expense Ratio: 0.283% 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 | $35,233 | $20,000 | — | — | — |
| 2023 | $33,775 | $20,000 | — | — | — |
| 2022 | $9,986 | — | — | — | $9,986 |