Plan Snapshot
- Plan Sponsor: Platinum Nine Holdings LLC
- Sponsor EIN: 204384107
- Sponsor Address: 8115 BROADWAY, EVERETT, WA, 98203
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $3.6M
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 | 343 | $3.6M | $448,372 | $691,950 |
| 2023 | 338 | $2.7M | $285,629 | $507,355 |
| 2022 | 180 | $1.8M | $227,012 | $539,113 |
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 |
|---|---|---|---|---|
| VSH PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VSH PLLC — 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 | $58,365 | — | $58,365 | — | — |
| 2023 | $13,519 | — | $9,235 | — | — |
| 2022 | $7,701 | — | — | — | — |