Plan Snapshot
- Plan Sponsor: Karr Tuttle Campbell, P.S.
- Sponsor EIN: 911006438
- Sponsor Address: 701 FIFTH AVENUE, SUITE 3300, SEATTLE, WA, 98104
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 97 | $61.7M | $1.7M | $1.2M |
| 2023 | 106 | $56.5M | $1.5M | $1.3M |
| 2022 | 107 | $47.7M | $1.4M | $1.1M |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | NONE | $75,000 | — | $75,000 |
| BAKER TILLY US, LLP | Auditor | $50,400 | — | $50,400 |
| NWPS | NONE | $35,797 | — | $35,797 |
| MATRIX TRUST COMPANY | NONE | $19,074 | — | $19,074 |
| MOSS ADAMS, LLP | NONE | $10,908 | — | $10,908 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — NONE
- BAKER TILLY US, LLP — Auditor
- NWPS — NONE
- MATRIX TRUST COMPANY — NONE
- MOSS ADAMS, LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $191,179
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 |
|---|---|---|---|---|---|
| 2025 | $160,435 | $29,521 | — | $50,400 | — |
| 2024 | $145,251 | $75,000 | — | $10,908 | — |
| 2023 | $155,700 | $155,700 | — | — | — |
| 2022 | $133,808 | $133,808 | — | — | — |