Plan Snapshot
- Plan Sponsor: Freeway Motors, INC. Dba Unviers
- Sponsor EIN: 910685243
- Sponsor Address: PO BOX 85030, SEATTLE, WA, 98145
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $15.5M
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 | 153 | $15.5M | $124,982 | $1.2M |
| 2023 | 162 | $13.4M | $162,483 | $1.3M |
| 2022 | 145 | $10.4M | $140,705 | $1.1M |
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 |
|---|---|---|---|---|
| COLUMBIA PACIFIC WEALTH MANAGEMENT | INVESTMENT/FINANCIAL ADVI | $43,492 | — | $43,492 |
| ADP, INC. | RECORD KEEPER | $41,228 | — | $41,228 |
| SHANNON & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SHANNON & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,720
- Estimated Expense Ratio: 0.548% 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 | $84,720 | $43,492 | — | — | — |
| 2023 | $70,795 | $34,164 | — | — | — |
| 2022 | $64,924 | — | — | — | — |