Plan Snapshot
- Plan Sponsor: Christensen Oconnor Johnson Kindness PLLC
- Sponsor EIN: 910860813
- Sponsor Address: 1201 THIRD AVENUE, STE 3600, SEATTLE, WA, 981013029
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $39.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 93 | $39.5M | $547,966 | $986,509 |
| 2023 | 97 | $39.9M | $422,286 | $927,270 |
| 2022 | 95 | $34.1M | $447,166 | $779,198 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $103,171 | $62,948 | $40,223 | — | — |
| 2023 | $163,867 | $116,334 | — | — | — |
| 2022 | $40,230 | — | $40,230 | — | — |