Plan Snapshot
- Plan Sponsor: Delta Dental Of Washington
- Sponsor EIN: 910621480
- Sponsor Address: P. O. BOX 75688, SEATTLE, WA, 98125
- Plan Type: 401(k)
- Total Participants: 508
- Total Assets: $100.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 508 | $100.2M | $3.8M | $4.8M |
| 2023 | 477 | $85.5M | $2.9M | $4.3M |
| 2022 | 481 | $68.1M | $2.5M | $3.8M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $28,860 | — | $28,860 |
| R.V. KUHNS & ASSOCIATES, INC. | Investment Advisor | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,860
- Estimated Expense Ratio: 0.039% 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 | $11,131 | $28,864 | $300 | — | — |
| 2023 | $119,461 | $28,261 | — | — | — |
| 2022 | $116,711 | $26,920 | — | — | — |