# Puget Consumers Co-Op Dba Pcc Community Markets 401(k) Plan
Source: https://planprovider.pro/companies/puget-consumers-co-op-dba-pcc-community-markets-401k-plan

> Puget Consumers Co-Op Dba Pcc Community Markets's 401(k) plan: 1,120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Puget Consumers Co-Op Dba Pcc Community Markets

- **Sponsor EIN:** 916031913

- **Sponsor Address:** 3131 ELLIOTT AVE, SEATTLE, WA, 98121

- **Plan Type:** 401(k)

- **Total Participants:** 1,120

- **Total Assets:** $17.9M

## 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|1,120|$17.9M|$0|$1.4M|

| 2023|895|$15.4M|$0|$1.2M|

| 2022|974|$13.8M|$0|$1.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$36,430|—|$36,430|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,430

- **Estimated Expense Ratio:** 0.203% 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|$38,963|$2,533|$300|—|—|

| 2023|$35,629|$2,221|$300|—|—|

| 2022|$44,733|$1,325|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/puget-consumers-co-op-dba-pcc-community-markets-401k-plan)

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