Plan Snapshot
- Plan Sponsor: Puget Sound Logistics & Deliveries, INC.
- Sponsor EIN: 862090554
- Sponsor Address: 18429 VETERANS MEMORIAL DR E, BONNEY LAKE, WA, 98391
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $490,195
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 | 112 | $490,195 | $55,045 | $174,812 |
| 2023 | 135 | $292,407 | $56,360 | $143,617 |
| 2022 | 50 | $71,384 | $10,198 | $60,336 |
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 | $1,729 | $1,729 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |