Plan Snapshot
- Plan Sponsor: Dkeidek, Fernyhough, Gile, Hagel, Nov, & Quickstad, PLLC
- Sponsor EIN: 461267800
- Sponsor Address: 12301 NE 10TH PL, STE 300, BELLEVUE, WA, 98005
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 152 | $12.6M | $633,936 | $1.3M |
| 2023 | 141 | $10.2M | $554,624 | $1.1M |
| 2022 | 134 | $9.9M | $827,921 | $1.0M |
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 |
|---|---|---|---|---|
| SPECTRUM PENSION CONSULTANTS, INC. | RECORDKEEPER | $57,168 | — | $57,168 |
| PACIFIC PORTFOLIO CONSULTING | INVESTMENT ADVISOR | $25,291 | — | $25,291 |
| SHANNON & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHANNON & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,459
- Estimated Expense Ratio: 0.656% 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 | $82,459 | $25,291 | $57,168 | — | — |
| 2023 | $60,828 | $21,880 | $38,948 | — | — |
| 2022 | $61,733 | $23,504 | $38,229 | — | — |