# Newcold Seattle Operations LLC 401(k) Plan
Source: https://planprovider.pro/companies/newcold-seattle-operations-llc-401k-plan

> Newcold Seattle Operations LLC's 401(k) plan: 777 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Newcold Seattle Operations LLC

- **Sponsor EIN:** 810995900

- **Sponsor Address:** 4601 SOUTH ORCHARD STREET, TACOMA, WA, 98466

- **Plan Type:** 401(k)

- **Total Participants:** 777

- **Total Assets:** $7.8M

## 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|777|$7.8M|$446,267|$1.6M|

| 2023|437|$5.4M|$292,154|$1.1M|

| 2022|272|$2.4M|$243,559|$771,110|

## 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|$57,361|—|$57,361|

| SCS|ADVISOR|$21,118|—|$21,118|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,643|—|$5,643|

| REKDAL HOPKINS HOWARD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [REKDAL HOPKINS HOWARD](https://planprovider.pro/provider/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:** $84,122

- **Estimated Expense Ratio:** 1.073% 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|$84,122|$26,761|—|—|—|

| 2023|$36,616|$3,503|—|—|—|

| 2022|$10,872|—|—|—|—|

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