# Davis Wright Tremaine LLP DC Plan
Source: https://planprovider.pro/companies/davis-wright-tremaine-llp-plan-001

> Davis Wright Tremaine LLP's DC plan: 1,468 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Perkins Coie LLP](https://planprovider.pro/companies/perkins-coie-llp-401k-plan) — 1,683 participants

- [Perkins Coie LLP](https://planprovider.pro/companies/perkins-coie-llp-plan-006) — 704 participants

- [Perkins Coie LLP](https://planprovider.pro/companies/perkins-coie-llp-plan-007) — 372 participants

- [Lane Powell PC](https://planprovider.pro/companies/lane-powell-pc-401k-plan) — 349 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/davis-wright-tremaine-llp-plan-001)

© 2026 PlanProvider.Pro