Plan Snapshot
- Plan Sponsor: Frontier Door & Cabinet, INC.
- Sponsor EIN: 911893245
- Sponsor Address: 11721 STEELE ST S, TACOMA, WA, 98444
- Plan Type: 401(k)
- Total Participants: 735
- Total Assets: $3.6M
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 | 735 | $3.6M | $0 | $951,169 |
| 2023 | 509 | $2.7M | $4,159 | $821,634 |
| 2022 | 452 | $1.7M | $13,868 | $682,802 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $41,382 | — | $41,382 |
| MERRILL LYNCH PIERCE FENNER & SMITH | CONSULTANT | $15,425 | $22 | $15,447 |
| HUNNEX AND SHOEMAKER INC | CONTRACT ADMINISTRATOR | $12,744 | $1,504 | $14,248 |
| CBIZ CPAS PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,077
- Estimated Expense Ratio: 1.985% 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 | $69,552 | $7,713 | $54,127 | — | — |
| 2023 | $50,792 | $5,086 | $40,620 | — | — |
| 2022 | $32,518 | $3,491 | $25,536 | — | $3,491 |