Plan Snapshot
- Plan Sponsor: Perry Technical Institute
- Sponsor EIN: 910570848
- Sponsor Address: 2011 W WASHINGTON AVE, YAKIMA, WA, 98903
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 110
- Total Assets: $14.8M
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 | 110 | $14.8M | $408,166 | $517,400 |
| 2023 | 99 | $13.6M | $385,949 | $503,804 |
| 2022 | 102 | $11.4M | $383,173 | $505,234 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | Other Service Provider | $29,349 | — | $29,349 |
| ASCENSUS LLC | Other Service Provider | $12,289 | $31 | $12,320 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,669
- Estimated Expense Ratio: 0.281% 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 | $41,638 | $29,349 | $12,289 | — | — |
| 2023 | $42,485 | $26,427 | $16,058 | — | — |
| 2022 | $37,491 | $22,167 | $15,324 | — | — |