Plan Snapshot
- Plan Sponsor: Ogden Murphy Wallace, PLLC
- Sponsor EIN: 910344327
- Sponsor Address: 701 FIFTH AVENUE, SUITE 5600, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $73.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 124 | $73.8M | $2.2M | $1.4M |
| 2023 | 111 | $62.6M | $2.1M | $1.2M |
| 2022 | 105 | $52.0M | $1.9M | $1.1M |
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 |
|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | Recordkeeper | $88,547 | — | $88,547 |
| NWPS | Recordkeeper | $23,197 | — | $23,197 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $16,908 | — | $16,908 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC WEALTH MANAGEMENT — Recordkeeper
- NWPS — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $128,652
- Estimated Expense Ratio: 0.174% 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 | $128,652 | $88,547 | — | — | — |
| 2023 | $105,344 | $68,764 | — | — | — |
| 2022 | $114,243 | $76,328 | $25,554 | — | — |