Plan Snapshot
- Plan Sponsor: Mutual Of Enumclaw Insurance Co.
- Sponsor EIN: 910217580
- Sponsor Address: PO BOX 457, ENUMCLAW, WA, 98022
- Plan Type: DB
- Total Participants: 335
- Total Assets: $21.1M
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 | 335 | $21.1M | $1.1M | $18,940 |
| 2023 | 341 | $19.1M | $1.4M | $19,431 |
| 2022 | 315 | $16.5M | $1.1M | $23,851 |
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 |
|---|---|---|---|---|
| VERUS INVESTMENT ADVISORY | NONE | $12,000 | — | $12,000 |
| U.S. BANK NATIONAL ASSOCIATION | NONE | $10,077 | — | $10,077 |
| HAGEN KURTH PERMAN & CO., P.S. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- U.S. BANK NATIONAL ASSOCIATION — NONE
- HAGEN KURTH PERMAN & CO., P.S. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,077
- Estimated Expense Ratio: 0.104% 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 | $69,890 | $12,000 | $10,077 | — | — |
| 2023 | $305,928 | $15,000 | $10,000 | — | — |
| 2022 | $85,097 | $6,000 | $10,225 | — | — |