Plan Snapshot
- Plan Sponsor: Mutual Of Enumclaw Insurance Company
- Sponsor EIN: 910217580
- Sponsor Address: 1460 WELLS STREET, ENUMCLAW, WA, 98022
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $91.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 385 | $91.5M | $1.8M | $4.0M |
| 2023 | 401 | $80.4M | $1.8M | $3.9M |
| 2022 | 408 | $65.8M | $1.6M | $3.7M |
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 | NONE | $35,000 | — | $35,000 |
| T ROWE PRICE RPS INC | NONE | $31,107 | — | $31,107 |
| HAGEN, KURTH, PERMAN & CO, PS | NONE | $20,500 | — | $20,500 |
| HAGEN, KURTH, PERMAN & CO., P.S. | Auditor | $20,500 | — | $20,500 |
| RAMSEY SOLUTIONS | NONE | $5,745 | — | $5,745 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $112,852
- Estimated Expense Ratio: 0.123% 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 | $74,688 | $26,250 | — | $20,500 | — |
| 2023 | $84,353 | $17,500 | — | $18,000 | — |
| 2022 | $65,483 | $31,329 | — | — | $18,000 |