Plan Snapshot
- Plan Sponsor: Olympia Federal Savings And Loan Association
- Sponsor EIN: 910346300
- Sponsor Address: PO BOX 1338, OLYMPIA, WA, 98507
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 113
- Total Assets: $21.8M
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 | 113 | $21.8M | $658,940 | $610,404 |
| 2023 | 114 | $26.1M | $1.0M | $662,237 |
| 2022 | 116 | $22.7M | $1.0M | $735,987 |
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 |
|---|---|---|---|---|
| NWPS | Recordkeeper | $19,854 | — | $19,854 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,854
- Estimated Expense Ratio: 0.091% 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 | $19,854 | — | — | — | — |
| 2023 | $13,365 | — | — | — | — |
| 2022 | $20,267 | $20,267 | — | — | — |