Plan Snapshot
- Plan Sponsor: Kelley Create Co.
- Sponsor EIN: 263968773
- Sponsor Address: 22710 72ND AVENUE SOUTH, KENT, WA, 98032
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $19.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 351 | $19.8M | $883,068 | $2.2M |
| 2023 | 359 | $15.7M | $766,642 | $2.0M |
| 2022 | 305 | $11.8M | $578,414 | $1.6M |
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 |
|---|---|---|---|---|
| STANCORP | RECORDKEEPER | $39,920 | — | $39,920 |
| HUNNEX AND SHOEMAKER | CONTRACT ADMIN | $32,175 | — | $32,175 |
| SHANNON & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP — RECORDKEEPER
- SHANNON & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,095
- Estimated Expense Ratio: 0.363% 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 | $63,401 | — | $63,401 | — | — |
| 2023 | $32,975 | $32,975 | — | — | — |
| 2022 | $45,096 | — | — | — | — |