Plan Snapshot
- Plan Sponsor: Saltchuk Resources, INC.
- Sponsor EIN: 911186367
- Sponsor Address: 450 ALASKAN WAY SOUTH, SEATTLE, WA, 98104
- Plan Type: 401(k)
- Total Participants: 6,166
- Total Assets: $669.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 6,166 | $669.8M | $22.6M | $37.9M |
| 2023 | 5,912 | $598.5M | $21.2M | $34.7M |
| 2022 | 5,042 | $508.6M | $18.3M | $30.1M |
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 | $368,949 | — | $368,949 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $141,214 | — | $141,214 |
| CLARK NUBER, PS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $510,163
- Estimated Expense Ratio: 0.076% 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 | $509,826 | $141,214 | $2,100 | — | — |
| 2023 | $539,846 | $161,881 | $3,300 | — | — |
| 2022 | $464,610 | $110,237 | — | — | — |