Plan Snapshot
- Plan Sponsor: Olympic Sports & Spine PLLC
- Sponsor EIN: 822950138
- Sponsor Address: 6050 TACOMA MALL BLVD, STE 300, TACOMA, WA, 98409
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $20.1M
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 | 396 | $20.1M | $688,091 | $1.9M |
| 2023 | 356 | $15.9M | $574,205 | $1.6M |
| 2022 | 331 | $11.4M | $522,297 | $1.4M |
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 |
|---|---|---|---|---|
| DWYER, PEMBERTON & COULSON, P.C. | Auditor | $34,050 | — | $34,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DWYER, PEMBERTON & COULSON, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,050
- Estimated Expense Ratio: 0.169% 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 | $166,827 | $42,728 | $52,600 | $34,050 | — |
| 2023 | $90,763 | $34,133 | $38,870 | $12,000 | — |
| 2022 | $86,669 | $32,360 | $33,784 | — | $20,525 |