Plan Snapshot
- Plan Sponsor: Miller-Nicholson INC.
- Sponsor EIN: 910524992
- Sponsor Address: P.O. BOX 84808, SEATTLE, WA, 98124
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $12.2M
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 | 215 | $12.2M | $185,385 | $1.0M |
| 2023 | 169 | $10.0M | $187,979 | $913,759 |
| 2022 | 149 | $7.9M | $186,733 | $927,977 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,126 | — | $21,126 |
| REKDAL HOPKINS HOWARD, PS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- REKDAL HOPKINS HOWARD, PS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,126
- Estimated Expense Ratio: 0.173% 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 | $21,579 | $453 | — | — | — |
| 2023 | $15,315 | $510 | — | — | — |
| 2022 | $9,229 | — | — | — | — |