# Cowles Company 401(k) Plan
Source: https://planprovider.pro/companies/cowles-company-401k-plan

> Cowles Company&#39;s 401(k) plan: 652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cowles Company

- **Sponsor EIN:** 910420030

- **Sponsor Address:** 999 W RIVERSIDE AVE, SPOKANE, WA, 992011006

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

- **Total Participants:** 652

- **Total Assets:** $76.6M

## 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|652|$76.6M|$1.7M|$2.8M|

| 2023|670|$66.4M|$1.6M|$2.6M|

| 2022|633|$62.5M|$1.6M|$2.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$106,131|—|$106,131|

| D A DAVIDSON & CO INC|INVESTMENT ADVISORY|$63,547|$32|$63,579|

| DECORIA BLAIR & TEAGUE PS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [D A DAVIDSON & CO INC](https://planprovider.pro/provider/da-davidson-and-co) — INVESTMENT ADVISORY

- [DECORIA BLAIR & TEAGUE PS](https://planprovider.pro/provider/decoria-blair-and-teague-ps) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $169,710

- **Estimated Expense Ratio:** 0.222% 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|$169,678|$63,547|$106,131|—|—|

| 2023|$145,546|$53,341|$92,205|—|—|

| 2022|$152,293|$58,699|$93,594|—|—|

## Similar Plans

- [Seattle Times Company](https://planprovider.pro/companies/seattle-times-company-401k-plan) — 581 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cowles-company-401k-plan)

&copy; 2026 PlanProvider.Pro
