Plan Snapshot
- Plan Sponsor: Corporate Moving Systems, INC.
- Sponsor EIN: 911375836
- Sponsor Address: 21620 88TH PL S, KENT, WA, 98031
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $16.9M
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 | 182 | $16.9M | $134,013 | $577,688 |
| 2023 | 163 | $14.9M | $222,234 | $516,514 |
| 2022 | 149 | $12.8M | $105,704 | $250,226 |
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 |
|---|---|---|---|---|
| SMITH BUNDAY BERMAN BRITTON PS | Auditor | $12,600 | — | $12,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,600
- Estimated Expense Ratio: 0.075% 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 | $68,022 | $37,951 | — | $12,600 | — |
| 2023 | $45,892 | $32,390 | — | — | — |
| 2022 | $161,424 | — | $38,511 | — | — |