Plan Snapshot
- Plan Sponsor: Ryan, Swanson & Cleveland, PLLC
- Sponsor EIN: 910392954
- Sponsor Address: 1201 THIRD AVENUE, SUITE 3400, SEATTLE, WA, 98101
- Plan Type: DC
- Total Participants: 83
- Total Assets: $56.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 83 | $56.6M | $1.2M | $852,004 |
| 2023 | 90 | $50.7M | $1.2M | $797,098 |
| 2022 | 104 | $45.5M | $2.2M | $721,027 |
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 |
|---|---|---|---|---|
| CLARK NUBER, 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 | $54,750 | — | — | — | — |
| 2023 | $35,450 | — | — | — | — |
| 2022 | $34,675 | — | — | — | — |