Plan Snapshot
- Plan Sponsor: North Star Fishing Company LLC
- Sponsor EIN: 262002716
- Sponsor Address: 2001 WEST GARFIELD STREET, SEATTLE, WA, 98199
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $6.7M
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 | 231 | $6.7M | $230,346 | $423,938 |
| 2023 | 298 | $6.6M | $209,616 | $416,373 |
| 2022 | 257 | $5.8M | $271,472 | $541,260 |
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 |
|---|---|---|---|---|
| HAGEN, KURTH, PERMAN CO., PS | Auditor | $12,875 | — | $12,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAGEN, KURTH, PERMAN CO., PS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,875
- Estimated Expense Ratio: 0.193% 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 | $41,466 | $12,500 | $16,091 | $12,875 | — |
| 2023 | $42,216 | $12,500 | $15,716 | $14,000 | — |
| 2022 | $42,581 | $12,497 | $16,084 | — | $14,000 |