Plan Snapshot
- Plan Sponsor: Cedar Grove
- Sponsor EIN: 260677729
- Sponsor Address: 7343 E MARGINAL WAY S, SEATTLE, WA, 98108
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $13.1M
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 | 188 | $13.1M | $373,166 | $646,559 |
| 2023 | 255 | $12.2M | $330,222 | $593,499 |
| 2022 | 230 | $10.0M | $322,380 | $586,254 |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | Recordkeeper | $37,040 | — | $37,040 |
| NORTHWEST PLAN SERVICES | Recordkeeper | $22,765 | — | $22,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — Recordkeeper
- NORTHWEST PLAN SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,805
- Estimated Expense Ratio: 0.456% 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 | $1,709,368 | — | $70,376 | — | — |
| 2023 | $575,833 | — | $30,108 | — | — |
| 2022 | $78,787 | $32,037 | — | — | $46,750 |