Plan Snapshot
- Plan Sponsor: Jeffreym Consulting, LLC
- Sponsor EIN: 412113274
- Sponsor Address: 600 UNIVERSITY STREET STE 601, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 266
- Total Assets: $15.6M
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 | 266 | $15.6M | $744,445 | $2.3M |
| 2023 | 269 | $12.3M | $764,496 | $2.1M |
| 2022 | 302 | $9.5M | $793,057 | $2.1M |
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 |
|---|---|---|---|---|
| OPSAHL DAWSON & CO., LLP | 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 | $75,396 | $51,300 | — | — | — |
| 2023 | $69,186 | $11,335 | — | — | — |
| 2022 | $68,657 | $37,617 | — | — | $31,040 |