Plan Snapshot
- Plan Sponsor: Mckinstry Co. LLC
- Sponsor EIN: 204030425
- Sponsor Address: 5005 3RD AVE S, SEATTLE, WA, 98134
- Plan Type: 401(k)
- Total Participants: 1,392
- Total Assets: $251.6M
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 | 1,392 | $251.6M | $8.1M | $15.9M |
| 2023 | 1,321 | $214.6M | $6.0M | $14.6M |
| 2022 | 1,295 | $174.8M | $5.4M | $12.9M |
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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $117,581 | — | $117,581 |
| PACIFIC PORTFOLIO CONSULTING, LLC | NONE | $112,787 | — | $112,787 |
| CHARLES SCHWAB TRUST BANK | NONE | $4 | $45,106 | $45,110 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $275,478
- Estimated Expense Ratio: 0.109% 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 | $230,434 | $112,787 | — | — | — |
| 2023 | $196,880 | $105,503 | — | — | — |
| 2022 | $206,408 | — | — | — | $206,408 |