Plan Snapshot
- Plan Sponsor: Davis Wright Tremaine LLP
- Sponsor EIN: 910839480
- Sponsor Address: 920 FIFTH AVENUE, SUITE 3300, SEATTLE, WA, 98104
- Plan Type: DC
- Total Participants: 1,468
- Total Assets: $747.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,468 | $747.7M | $16.8M | $20.7M |
| 2023 | 1,428 | $671.5M | $15.7M | $19.0M |
| 2022 | 1,447 | $586.6M | $14.5M | $17.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $143,572 | — | $143,572 |
| INSTITUTE FOR WEALTH MGMT LLC | NONE | $98,461 | — | $98,461 |
| CIBC BANK USA | NONE | $36,009 | — | $36,009 |
| BECKER CAPITAL MANAGEMENT INC | NONE | $18,219 | — | $18,219 |
| SONATA CAPITAL GROUP INC | NONE | $13,053 | — | $13,053 |
| COLDSTREAM WEALTH MANAGEMENT | NONE | $12,928 | — | $12,928 |
| JP MORGAN PRIVATE WEALTH ADVIS | NONE | $10,464 | — | $10,464 |
| BUCKINGHAM STRATEGIC WEALTH LL | NONE | $7,765 | — | $7,765 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $340,471
- Estimated Expense Ratio: 0.046% 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 | $351,257 | $225,111 | — | — | — |
| 2023 | $322,173 | $207,147 | — | — | — |
| 2022 | $337,642 | $217,076 | — | — | — |