Plan Snapshot
- Plan Sponsor: Cjok, INC. Dba Rairdon'S Dodge Chrysler Jeep Of Kirkland
- Sponsor EIN: 260425114
- Sponsor Address: 22102 17TH AVE SE SUITE 100, BOTHELL, WA, 98021
- Plan Type: 401(k)
- Total Participants: 562
- Total Assets: $13.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 562 | $13.9M | $328,708 | $1.3M |
| 2023 | 578 | $11.3M | $324,761 | $1.3M |
| 2022 | 552 | $9.4M | $315,304 | $1.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOL LLC | RECORDKEEPER | $66,315 | — | $66,315 |
| M HOLDINGS SECURITIES INC | BROKER | — | $49,101 | $49,101 |
| HUNNEX AND SHOEMAKER INC | RECORDKEEPER | $19,192 | $101 | $19,293 |
| FORVIS MAZARS, LLP | AUDIT | $15,750 | — | $15,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOL LLC — RECORDKEEPER
- FORVIS MAZARS, LLP — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,459
- Estimated Expense Ratio: 1.080% 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 | $101,257 | $101,257 | — | — | — |
| 2023 | $82,533 | $82,533 | — | — | — |
| 2022 | $71,193 | $71,193 | — | — | — |