Plan Snapshot
- Plan Sponsor: Mckinley Irvin, PLLC
- Sponsor EIN: 912161177
- Sponsor Address: 10220 NE POINTS DRIVE, KIRKLAND, WA, 98033
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $14.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 107 | $14.7M | $538,989 | $935,874 |
| 2023 | 115 | $12.1M | $462,673 | $839,612 |
| 2022 | 106 | $9.6M | $386,993 | $714,617 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | Auditor | — | — | $0 |
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 | $19,428 | — | $19,428 | — | — |
| 2023 | $18,454 | — | $18,454 | — | — |
| 2022 | $15,535 | — | $15,535 | — | — |