Plan Snapshot
- Plan Sponsor: D & S Electrical Contractors, INC.
- Sponsor EIN: 911275290
- Sponsor Address: PO BOX 549, CLARKSTON, WA, 99403
- Plan Type: DC
- Total Participants: 323
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 323 | $15.6M | $2.9M | $0 |
| 2023 | 276 | $13.2M | $1.9M | $0 |
| 2022 | 92 | $10.5M | $1.0M | $0 |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISOR | $34,180 | — | $34,180 |
| FORVIS - BKD LLP | OTHER | $15,225 | — | $15,225 |
| FUTUREPLAN BY ASCENSUS | CONTRACT ADMIN | $11,615 | — | $11,615 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,020
- Estimated Expense Ratio: 0.390% 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 | $64,511 | $34,180 | $11,615 | — | — |
| 2023 | $42,131 | $27,307 | $5,109 | — | — |
| 2022 | $49,573 | $28,673 | $8,460 | — | $12,440 |