Plan Snapshot
- Plan Sponsor: Central Washington Asphalt, INC.
- Sponsor EIN: 911178142
- Sponsor Address: P.O. BOX 939, MOSES LAKE, WA, 98837
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 335 | $12.7M | $1.9M | $1.3M |
| 2023 | 353 | $10.5M | $2.5M | $1.2M |
| 2022 | 316 | $8.6M | $1.7M | $586,456 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPS CO. | RECORDKEEPER | $37,129 | — | $37,129 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO. | ADVISOR | $24,610 | — | $24,610 |
| CLIFTONLARSONALLEN LLP | ACCOUNTANT/AUDITOR | $14,875 | — | $14,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST OPS CO. — RECORDKEEPER
- NORTHWESTERN MUTUAL WEALTH MGMT CO. — ADVISOR
- CLIFTONLARSONALLEN LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,614
- Estimated Expense Ratio: 0.606% 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 | $81,754 | — | $81,754 | — | — |
| 2023 | $66,355 | — | $66,355 | — | — |
| 2022 | $14,000 | — | — | — | $14,000 |