# Karr Tuttle Campbell, P.S. DC Plan
Source: https://planprovider.pro/companies/karr-tuttle-campbell-p-s-plan

> Karr Tuttle Campbell, P.S.'s DC plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-bank-of-canada) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [NWPS](https://planprovider.pro/provider/nwps) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [MOSS ADAMS, LLP](https://planprovider.pro/provider/milliman) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/karr-tuttle-campbell-p-s-plan)

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