# Coldstream Capital Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/coldstream-capital-management-inc-401k-plan

> Coldstream Capital Management, INC.'s 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coldstream Capital Management, INC.

- **Sponsor EIN:** 931052371

- **Sponsor Address:** ONE - 100TH AVENUE NE, SUITE 102, BELLEVUE, WA, 98004

- **Plan Type:** 401(k)

- **Total Participants:** 185

- **Total Assets:** $32.6M

## 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|185|$32.6M|$1.1M|$2.4M|

| 2023|166|$24.8M|$903,907|$2.0M|

| 2022|136|$18.8M|$751,454|$1.6M|

## 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|

| SABEY CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SABEY CPA, PLLC](https://planprovider.pro/provider/sabey-cpa-llc) — 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|$27,423|—|$19,010|—|—|

| 2023|$24,168|—|$17,510|—|—|

| 2022|$21,481|$6,789|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/coldstream-capital-management-inc-401k-plan)

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