Plan Snapshot
- Plan Sponsor: Puget Sound Pipe & Supply Co., INC.
- Sponsor EIN: 910979228
- Sponsor Address: 7816 S. 202ND ST., KENT, WA, 980321345
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $17.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 164 | $17.7M | $105,927 | $1.0M |
| 2023 | 155 | $16.0M | $97,059 | $928,190 |
| 2022 | 148 | $13.4M | $83,383 | $809,605 |
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 |
|---|---|---|---|---|
| NWPS | NONE | $8,108 | — | $8,108 |
| SHANNON & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — NONE
- SHANNON & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,108
- Estimated Expense Ratio: 0.046% 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 | $8,178 | — | — | — | — |
| 2023 | $14,161 | — | — | — | — |
| 2022 | $8,438 | — | — | — | $8,438 |