Plan Snapshot
- Plan Sponsor: Magnusson Klemencic Associates INC.
- Sponsor EIN: 910861758
- Sponsor Address: 1301 5TH AVENUE, SUITE 3200, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $77.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 147 | $77.3M | $2.1M | $1.6M |
| 2023 | 150 | $71.8M | $1.3M | $1.9M |
| 2022 | 196 | $61.2M | $2.4M | $1.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSENALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSENALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $101,523 | — | — | — | — |
| 2023 | $97,640 | — | — | — | — |
| 2022 | $96,434 | — | — | — | — |