Plan Snapshot
- Plan Sponsor: Olson Kundig, INC.
- Sponsor EIN: 911184183
- Sponsor Address: 159 SOUTH JACKSON STREET, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $49.9M
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 | 351 | $49.9M | $1.9M | $3.6M |
| 2023 | 321 | $40.4M | $1.6M | $2.8M |
| 2022 | 275 | $30.2M | $1.2M | $2.1M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | NONE | $50,323 | — | $50,323 |
| THE VANGUARD GROUP, INC. | NONE | $38,131 | — | $38,131 |
| CLARK NUBER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,454
- Estimated Expense Ratio: 0.177% 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 | $88,454 | $50,323 | $38,131 | — | — |
| 2023 | $81,777 | $49,454 | $32,323 | — | — |
| 2022 | $72,129 | $45,041 | $27,088 | — | — |