Plan Snapshot
- Plan Sponsor: Knight Const. & Supply, INC.
- Sponsor EIN: 910882900
- Sponsor Address: 2601 EAST 6TH STREET, DEER PARK, WA, 99006
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 137
- Total Assets: $771,424
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $771,424 | $1.3M | $393,435 |
| 2023 | 116 | $1.0M | $1.3M | $339,067 |
| 2022 | 118 | $903,582 | $915,620 | $219,544 |
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 |
|---|---|---|---|---|
| UMR | Other Service Provider | $54,200 | — | $54,200 |
| HUB INTERNATIONAL NORTHWEST LLC | Investment Advisor | $30,151 | — | $30,151 |
| MOSS ADAMS LLP | Auditor | $29,400 | — | $29,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,751
- Estimated Expense Ratio: 14.746% 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 | $96,225 | — | $57,218 | $29,944 | — |
| 2023 | $71,191 | — | $46,388 | — | — |
| 2022 | $1,039,648 | — | — | — | — |