Plan Snapshot
- Plan Sponsor: Radia, INC., P.S.
- Sponsor EIN: 911853574
- Sponsor Address: 19020 33RD AVE WEST, LYNNWOOD, WA, 98036
- Plan Type: 401(k)
- Total Participants: 662
- Total Assets: $310.9M
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 | 662 | $310.9M | $12.1M | $8.7M |
| 2023 | 582 | $272.3M | $10.4M | $7.8M |
| 2022 | 593 | $226.7M | $9.7M | $7.0M |
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 |
|---|---|---|---|---|
| JOSLIN CAPITAL ADVISORS, LLC | INVESTMENT ADVISOR | $82,500 | — | $82,500 |
| NORTHWEST PLAN SERVICES | RECORDKEEPER | $77,985 | — | $77,985 |
| MATRIX TRUST COMPANY | CUSTODIAN | $31,193 | — | $31,193 |
| K & L GATES | ATTORNEY | $15,178 | — | $15,178 |
| MOSS ADAMS | AUDITOR | $8,925 | — | $8,925 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST PLAN SERVICES — RECORDKEEPER
- MATRIX TRUST COMPANY — CUSTODIAN
- MOSS ADAMS — AUDITOR
- 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: $215,781
- Estimated Expense Ratio: 0.069% 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 | $215,711 | $82,500 | — | — | — |
| 2023 | $208,766 | $82,500 | $73,663 | — | — |
| 2022 | $211,769 | $110,377 | — | — | $25,995 |