Plan Snapshot
- Plan Sponsor: Gravis Law, PLLC
- Sponsor EIN: 463869539
- Sponsor Address: 503 KNIGHT ST., STE A, RICHLAND, WA, 99352
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $4.2M
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 | 184 | $4.2M | $427,693 | $741,146 |
| 2023 | 196 | $3.3M | $409,157 | $788,487 |
| 2022 | 139 | $2.2M | $404,575 | $694,499 |
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 |
|---|---|---|---|---|
| PETERSON HASTINGS INVESTMENT MGMT | NONE | $29,063 | — | $29,063 |
| ALERUS FINANCIAL, NA | RECORDKEEPER | $13,118 | — | $13,118 |
| PUGH CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PETERSON HASTINGS INVESTMENT MGMT — NONE
- ALERUS FINANCIAL, NA — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,181
- Estimated Expense Ratio: 1.007% 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 | $42,181 | $29,063 | — | — | — |
| 2023 | $35,084 | $19,694 | — | — | — |
| 2022 | $26,999 | $12,934 | $25 | — | — |