# Mutual Of Enumclaw Insurance Co. DB Plan
Source: https://planprovider.pro/companies/mutual-of-enumclaw-insurance-co-plan

> Mutual Of Enumclaw Insurance Co.'s DB plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [HAGEN KURTH PERMAN & CO., P.S.](https://planprovider.pro/provider/hagen-kurth-perman-and-co-ps) — 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|—|—|

## Similar Plans

- [Mutual Of Enumclaw Insurance Company](https://planprovider.pro/companies/mutual-of-enumclaw-insurance-company-401k-plan) — 385 participants

- [Pemco Mutual Insurance Company](https://planprovider.pro/companies/pemco-mutual-insurance-company-401k-plan) — 453 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mutual-of-enumclaw-insurance-co-plan)

© 2026 PlanProvider.Pro