Plan Snapshot
- Plan Sponsor: Johnson-Barrow, INC.
- Sponsor EIN: 911248392
- Sponsor Address: 549 S. DAWSON ST, SEATTLE, WA, 98108
- Plan Type: DC
- Total Participants: 7
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 7 | $22.0M | $857,153 | $1.6M |
| 2023 | 178 | $17.2M | $806,159 | $1.4M |
| 2022 | 146 | $14.9M | $596,995 | $1.0M |
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 |
|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | ADVISOR | $30,138 | — | $30,138 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $20,703 | — | $20,703 |
| NEWPORT TRUST COMPANY | TRUSTEE | $7,767 | — | $7,767 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,608
- Estimated Expense Ratio: 0.266% 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 | $58,608 | $30,138 | $14,626 | — | — |
| 2023 | $58,688 | $28,628 | $18,972 | — | — |
| 2022 | $62,914 | $30,718 | $32,196 | — | — |