Plan Snapshot
- Plan Sponsor: Olympic Management Co.
- Sponsor EIN: 911563835
- Sponsor Address: 6820 20TH ST E B, FIFE, WA, 98424
- Plan Type: 401(k)
- Total Participants: 132
- Total Assets: $283,409
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 | 132 | $283,409 | $37,984 | $49,626 |
| 2023 | 119 | $201,486 | $40,980 | $55,172 |
| 2022 | 110 | $87,528 | $37,336 | $52,531 |
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 |
|---|---|---|---|---|
| COMER NOWLING & ASSOC. PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $35,044 | — | $2,051 | — | — |
| 2023 | $3,719 | — | $1,050 | — | — |
| 2022 | $137 | $137 | — | — | — |