Plan Snapshot
- Plan Sponsor: Patriot Fire Protection, INC.
- Sponsor EIN: 911492898
- Sponsor Address: 2707 70TH AVENUE EAST, TACOMA, WA, 98424
- Plan Type: 401(k)
- Total Participants: 154
- Total Assets: $37.3M
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 | 154 | $37.3M | $538,688 | $1.2M |
| 2023 | 142 | $32.2M | $504,750 | $1.1M |
| 2022 | 124 | $26.8M | $447,259 | $956,468 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC- RPCP | RIA RI IA | $58,136 | — | $58,136 |
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,136
- Estimated Expense Ratio: 0.156% 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 | $110,430 | $58,136 | $50,094 | — | — |
| 2023 | $96,005 | $52,380 | $41,375 | — | — |
| 2022 | $89,329 | $49,025 | $38,804 | — | $1,500 |