Plan Snapshot
- Plan Sponsor: Holman Distribution Center Of Washington INC
- Sponsor EIN: 911065515
- Sponsor Address: 32001 32ND AVE S, FEDERAL WAY, WA, 98001
- Plan Type: 401(k)
- Total Participants: 1,096
- Total Assets: $33.3M
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 | 1,096 | $33.3M | $2.0M | $2.3M |
| 2023 | 1,034 | $28.8M | $1.7M | $2.0M |
| 2022 | 952 | $24.8M | $1.4M | $1.4M |
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 | $114,890 | — | $114,890 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISORY | $23,012 | $23 | $23,035 |
| TRUTINA FINANCIAL | INVESTMENT ADVISORY | $21,433 | $23 | $21,456 |
| 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: $159,381
- Estimated Expense Ratio: 0.478% 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 | $159,358 | $44,468 | $114,890 | — | — |
| 2023 | $124,494 | $37,238 | $87,256 | — | — |
| 2022 | $92,913 | $18,274 | $74,639 | — | — |