Plan Snapshot
- Plan Sponsor: Olympic Moving & Storage
- Sponsor EIN: 911652517
- Sponsor Address: 8500 DURANGO ST SW, TACOMA, WA, 984994525
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $2.0M
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 | 144 | $2.0M | $18,533 | $411,837 |
| 2023 | 168 | $1.6M | $20,326 | $444,546 |
| 2022 | 191 | $1.1M | $19,973 | $443,845 |
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 |
|---|---|---|---|---|
| POOLER CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- POOLER CPA GROUP LLC — Auditor
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 | $9,659 | $7,018 | $2,641 | — | — |
| 2023 | $13,424 | $7,429 | $5,995 | — | — |
| 2022 | $6,336 | $5,279 | $1,057 | — | — |