Plan Snapshot
- Plan Sponsor: Copiers Northwest, INC.
- Sponsor EIN: 911339376
- Sponsor Address: 615 S ALASKA ST, SEATTLE, WA, 98108
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $17.3M
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 | 192 | $17.3M | $446,467 | $1.2M |
| 2023 | 200 | $15.1M | $352,804 | $1.1M |
| 2022 | 198 | $13.3M | $320,993 | $973,232 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $8,662 | — | $8,662 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,662
- Estimated Expense Ratio: 0.050% 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 | $83,437 | $32,631 | — | $8,662 | — |
| 2023 | $67,513 | $36,789 | — | $1,500 | — |
| 2022 | $84,433 | $6,066 | — | — | — |