Plan Snapshot
- Plan Sponsor: Coughlin Porter Lundeen
- Sponsor EIN: 911649906
- Sponsor Address: 1191 SECOND AVENUE, STE 1110, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $45.5M
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 | 77 | $45.5M | $376,511 | $1.2M |
| 2023 | 95 | $39.2M | $649,130 | $1.2M |
| 2022 | 104 | $31.7M | $643,187 | $1.2M |
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 |
|---|---|---|---|---|
| CLARK NUBER, P.S. | Auditor | — | — | $0 |
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 | $41,068 | $38,500 | — | — | — |
| 2023 | $44,639 | $38,500 | — | — | — |
| 2022 | $49,153 | $38,500 | — | — | — |