# Corliss Management Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/corliss-management-group-llc-401k-plan

> Corliss Management Group, LLC's 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Corliss Management Group, LLC

- **Sponsor EIN:** 270545334

- **Sponsor Address:** PO BOX 94176, SEATTLE, WA, 981246476

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

- **Total Participants:** 39

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|39|$3.2M|$142,719|$255,269|

| 2023|46|$3.4M|$144,934|$237,241|

| 2022|36|$3.0M|$156,536|$625,949|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$12,898|—|$12,898|

| HUNNEX & SHOEMAKER INC|CONTRACT ADMIN|$5,528|$4,310|$9,838|

| ALERA GROUP INC DBA ALERA|INVESTMENT ADVISOR|$9,580|—|$9,580|

| JOHNSON, STONE, & PAGANO, P.S.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHNSON, STONE, & PAGANO, P.S.](https://planprovider.pro/provider/johnson-stone-and-pagano-ps) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,316

- **Estimated Expense Ratio:** 1.012% 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|$21,213|—|$21,213|—|—|

| 2023|$35,511|—|$35,511|—|—|

| 2022|$86,385|—|—|—|$86,385|

## Similar Plans

- [Kpj Partners INC.](https://planprovider.pro/companies/kpj-partners-inc-401k-plan) — 4 participants

- [Tumac Lumber Co., INC.](https://planprovider.pro/companies/tumac-lumber-co-inc-plan) — 97 participants

- [Architectural Woods, L.P.](https://planprovider.pro/companies/architectural-woods-l-p-401k-plan) — 108 participants

- [Tolko Industries (U.S.) Ltd.](https://planprovider.pro/companies/tolko-industries-u-s-ltd-401k-plan) — 126 participants

- [Matheus Lumber Company, INC.](https://planprovider.pro/companies/matheus-lumber-company-inc-401k-plan) — 138 participants

- [Western Materials, INC.](https://planprovider.pro/companies/western-materials-inc-401k-plan-002-8860) — 156 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/corliss-management-group-llc-401k-plan)

© 2026 PlanProvider.Pro