Plan Snapshot
- Plan Sponsor: Parking & Transportation Management Services, INC.
- Sponsor EIN: 263686990
- Sponsor Address: 2724 6TH AVE. S SUITE 200, SEATTLE, WA, 98134
- Plan Type: 401(k)
- Total Participants: 498
- Total Assets: $3.7M
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 | 498 | $3.7M | $359,960 | $668,398 |
| 2023 | 460 | $2.9M | $345,548 | $620,006 |
| 2022 | 373 | $1.7M | $280,678 | $553,115 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | 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 | $30,169 | $666 | — | — | — |
| 2023 | $25,682 | $165 | — | — | — |
| 2022 | $20,062 | — | $20,062 | — | — |