Plan Snapshot
- Plan Sponsor: E3 Co Restaurant Group
- Sponsor EIN: 832931480
- Sponsor Address: 814 SECOND AVENUE, STE. 300, SEATTLE, WA, 981041529
- Plan Type: 401(k)
- Total Participants: 260
- Total Assets: $10.4M
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 | 260 | $10.4M | $58,144 | $716,547 |
| 2023 | 203 | $8.8M | $54,393 | $664,841 |
| 2022 | 166 | $6.6M | $40,084 | $552,195 |
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 |
|---|---|---|---|---|
| SMITH BUNDAY BERMAN BRITTON, PS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,113 | $2,761 | — | — | — |
| 2023 | $3,113 | $1,869 | — | — | — |
| 2022 | $2,628 | $1,484 | — | — | — |