Plan Snapshot
- Plan Sponsor: Davis Wright Tremaine, LLP
- Sponsor EIN: 910839480
- Sponsor Address: 920 FIFTH AVENUE, SUITE 3300, SEATTLE, WA, 981041610
- Plan Type: DB
- Total Participants: 160
- Total Assets: $98.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $98.2M | $18.2M | $0 |
| 2023 | 149 | $87.5M | $13.5M | $0 |
| 2022 | 148 | $75.7M | $15.1M | $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 |
|---|---|---|---|---|
| INDEPENDENT ACTUARIES, INC. | Other Service Provider | $50,850 | — | $50,850 |
| UBS FINANCIAL SERVICES INC. | Recordkeeper | $27,672 | — | $27,672 |
| MOSS ADAMS LLP | Recordkeeper | $24,150 | — | $24,150 |
| MATRIX TRUST COMPANY | Recordkeeper | $16,957 | — | $16,957 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES INC. — Recordkeeper
- MOSS ADAMS LLP — Recordkeeper
- MATRIX TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,629
- Estimated Expense Ratio: 0.122% 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 | $137,101 | $27,672 | — | $24,150 | — |
| 2023 | $141,833 | $33,387 | — | $28,350 | — |
| 2022 | $150,081 | $41,695 | — | — | $66,250 |